EverSource Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59K | Sell |
79
-29
| -27% | -$1.32K | ﹤0.01% | 3284 |
|
|
2025
Q1 | $5.35K | Sell |
108
-37
| -26% | -$1.83K | ﹤0.01% | 2457 |
|
|
2024
Q4 | $6.61K | Sell |
145
-71
| -33% | -$3.24K | ﹤0.01% | 2215 |
|
|
2024
Q3 | $10K | Sell |
216
-455
| -68% | -$21.1K | ﹤0.01% | 1862 |
|
|
2024
Q2 | $32.9K | Buy |
671
+446
| +198% | +$21.9K | ﹤0.01% | 1283 |
|
|
2024
Q1 | $11K | Sell |
225
-689
| -75% | -$33.7K | ﹤0.01% | 1641 |
|
|
2023
Q4 | $40.3K | Buy |
914
+596
| +187% | +$26.3K | ﹤0.01% | 982 |
|
|
2023
Q3 | $15.1K | Hold |
318
| – | – | ﹤0.01% | 1240 |
|
|
2023
Q2 | $13.6K | Sell |
318
-31
| -9% | -$1.33K | ﹤0.01% | 1311 |
|
|
2023
Q1 | $15.3K | Sell |
349
-638
| -65% | -$27.9K | ﹤0.01% | 1193 |
|
|
2022
Q4 | $45.9K | Sell |
987
-293
| -23% | -$13.6K | 0.01% | 793 |
|
|
2022
Q3 | $51K | Sell |
1,280
-3,133
| -71% | -$125K | 0.01% | 628 |
|
|
2022
Q2 | $169K | Sell |
4,413
-2,088
| -32% | -$80K | 0.04% | 282 |
|
|
2022
Q1 | $266K | Buy |
6,501
+629
| +11% | +$25.7K | 0.07% | 220 |
|
|
2021
Q4 | $176K | Buy |
+5,872
| New | +$176K | 0.05% | 241 |
|