FWM
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ForthRight Wealth Management’s iShares US Energy ETF IYE Stock Holding History

ForthRight Wealth Management’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,000
Closed -$20K – 110
2020
Q4 		$20K Buy
+1,000
New +$18.4K 0.02% 92

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ForthRight Wealth Management's IYE Position: Q1 2021 in Review

ForthRight Wealth Management sold out of iShares US Energy ETF (IYE) in Q1 2021, closing a stake of 1,000 shares — an estimated $20K sold.

ForthRight Wealth Management first reported a position in IYE in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 255 funds tracked by Wall St. Rank hold IYE as of Q1 2021.

  • ForthRight Wealth Management reported no remaining iShares US Energy ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 1,000 iShares US Energy ETF shares in Q1 2021, an estimated $20K.
  • ForthRight Wealth Management first reported a position in iShares US Energy ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's iShares US Energy ETF position peaked at $20K in Q4 2020.
  • 255 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.