Focused Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14
| Closed | – | – | 707 |
|
|
2019
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 728 |
|
|
2019
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 626 |
|
|
2018
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 699 |
|
|
2018
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 589 |
|
|
2018
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 589 |
|
|
2018
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 638 |
|
|
2017
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 632 |
|
|
2017
Q3 | $1K | Sell |
14
-16
| -53% | -$1.14K | ﹤0.01% | 593 |
|
|
2017
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 652 |
|
|
2017
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 635 |
|
|
2016
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 643 |
|
|
2016
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 627 |
|
|
2016
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 626 |
|