Exencial Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Exencial Wealth Advisors’s Portfolio IYE Stock Details IYE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell
2016 Q4	$217K	Buy
2016 Q3	–	Sell
2016 Q2	$301K	Buy
2016 Q1	$261K	Sell
2015 Q4	$253K	Buy
2015 Q1	–	Sell
2014 Q4	$561K	Buy