Executive Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,750
Closed -$60K 469
2019
Q2
$60K Buy
1,750
+774
+79% +$26.5K 0.01% 268
2019
Q1
$35K Sell
976
-416
-30% -$14.9K 0.01% 327
2018
Q4
$43K Buy
+1,392
New +$43K 0.01% 304