EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59K | Sell |
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|
2025
Q1 | $5.35K | Sell |
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|
2024
Q4 | $6.61K | Sell |
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|
2024
Q3 | $10K | Sell |
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|
2024
Q2 | $32.9K | Buy |
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|
2024
Q1 | $11K | Sell |
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|
2023
Q4 | $40.3K | Buy |
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|
2023
Q3 | $15.1K | Hold |
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|
2023
Q2 | $13.6K | Sell |
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|
2023
Q1 | $15.3K | Sell |
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|
2022
Q4 | $45.9K | Sell |
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|
2022
Q3 | $51K | Sell |
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|
2022
Q2 | $169K | Sell |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $176K | Buy |
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