Financial Gravity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.78K | Buy |
+97
| New | +$4.78K | ﹤0.01% | 725 |
|
|
2024
Q2 | $16.1K | Sell |
335
-888
| -73% | -$42.6K | ﹤0.01% | 417 |
|
|
2024
Q1 | $55.9K | Sell |
1,223
-53,857
| -98% | -$2.46M | 0.01% | 366 |
|
|
2023
Q4 | $1.82M | Buy |
55,080
+858
| +2% | +$28.4K | 0.02% | 239 |
|
|
2023
Q3 | $1.78M | Buy |
54,222
+47,774
| +741% | +$1.57M | 0.02% | 230 |
|
|
2023
Q2 | $276 | Buy |
6,448
+6,275
| +3,627% | +$269 | ﹤0.01% | 1082 |
|
|
2023
Q1 | $7 | Buy |
+173
| New | +$7 | ﹤0.01% | 891 |
|
|
2022
Q1 | – | Sell |
-45
| Closed | -$2 | – | 956 |
|
|
2021
Q4 | $2 | Buy |
+45
| New | +$2 | ﹤0.01% | 934 |
|