Fernwood Investment 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 Q2	–	Sell	-2,450	Closed	-$121K	–	447
2024 Q1	$121K	Buy	+2,450	New	+$121K	0.04%	245
2014 Q2	–	Sell	-5,721	Closed	-$292K	–	114
2014 Q1	$292K	Sell	5,721 -18,442	-76%	-$941K	0.27%	84
2013 Q4	$1.22M	Buy	+24,163	New	+$1.22M	0.81%	41