FWP
Firethorn Wealth Partners’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,586
| Closed | -$338K | – | 131 |
|
|
2022
Q3 | $338K | Buy |
8,586
+73
| +0.9% | +$2.87K | 0.31% | 76 |
|
|
2022
Q2 | $353K | Sell |
8,513
-9,678
| -53% | -$401K | 0.29% | 75 |
|
|
2022
Q1 | $744K | Sell |
18,191
-1,959
| -10% | -$80.1K | 0.56% | 42 |
|
|
2021
Q4 | $607K | Buy |
+20,150
| New | +$607K | 0.45% | 54 |
|
|
2021
Q2 | $853K | Buy |
29,307
+3,113
| +12% | +$90.6K | 0.71% | 32 |
|
|
2021
Q1 | $687K | Buy |
+26,194
| New | +$687K | 0.64% | 39 |
|