Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $152K | Sell |
3,270
-208
| -6% | -$9.64K | 0.09% | 110 |
|
|
2024
Q2 | $167K | Sell |
3,478
-369
| -10% | -$17.7K | 0.11% | 108 |
|
|
2024
Q1 | $190K | Sell |
3,847
-161
| -4% | -$7.95K | 0.12% | 105 |
|
|
2023
Q4 | $177K | Sell |
4,008
-1,046
| -21% | -$46.2K | 0.12% | 108 |
|
|
2023
Q3 | $240K | Sell |
5,054
-2,440
| -33% | -$116K | 0.18% | 85 |
|
|
2023
Q2 | $321K | Sell |
7,494
-5,039
| -40% | -$216K | 0.22% | 76 |
|
|
2023
Q1 | $548K | Buy |
12,533
+7,729
| +161% | +$338K | 0.4% | 57 |
|
|
2022
Q4 | $223K | Buy |
+4,804
| New | +$223K | 0.19% | 87 |
|