Estate Counselors’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $8.08M | Hold |
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|
2019
Q2 | $8.76M | Sell |
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|
2019
Q1 | $14.3M | Buy |
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|
2018
Q4 | $9.35M | Sell |
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|
2018
Q3 | $13.2M | Buy |
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|
2018
Q2 | $13.2M | Sell |
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|
2018
Q1 | $12M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4.63M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.61M | Sell |
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|
2015
Q3 | $2.17M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.65M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $366K | Hold |
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|
2013
Q3 | $341K | Hold |
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|
2013
Q2 | $324K | Buy |
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