Founders Capital Management (Texas)’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
Q2 | $6.33K | Buy |
140
+131
| +1,456% | +$5.93K | ﹤0.01% | 302 |
|
|
2025
Q1 | $467 | Hold |
9
| – | – | ﹤0.01% | 356 |
|
|
2024
Q4 | $429 | Hold |
9
| – | – | ﹤0.01% | 354 |
|
|
2024
Q3 | $433 | Hold |
9
| – | – | ﹤0.01% | 356 |
|
|
2024
Q2 | $445 | Hold |
9
| – | – | ﹤0.01% | 358 |
|
|
2024
Q1 | $455 | Hold |
9
| – | – | ﹤0.01% | 345 |
|
|
2023
Q4 | $404 | Hold |
9
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $428 | Hold |
9
| – | – | ﹤0.01% | 389 |
|
|
2023
Q2 | $386 | Hold |
9
| – | – | ﹤0.01% | 383 |
|
|
2023
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 398 |
|
|
2022
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 387 |
|
|
2022
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 402 |
|
|
2022
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 401 |
|
|
2022
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 314 |
|
|
2021
Q4 | $0 | Buy |
9
+1
| +13% | – | ﹤0.01% | 319 |
|
|
2021
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 323 |
|
|
2021
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 310 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | – | – | 291 |
|
|
2020
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 296 |
|
|
2019
Q1 | – | Sell |
-109
| Closed | -$3K | – | 333 |
|
|
2018
Q4 | $3K | Buy |
109
+2
| +2% | +$55 | ﹤0.01% | 313 |
|
|
2018
Q3 | $5K | Hold |
107
| – | – | ﹤0.01% | 282 |
|
|
2018
Q2 | $4K | Hold |
107
| – | – | ﹤0.01% | 293 |
|
|
2018
Q1 | $4K | Hold |
107
| – | – | ﹤0.01% | 334 |
|
|
2017
Q4 | $4K | Hold |
107
| – | – | ﹤0.01% | 331 |
|
|
2017
Q3 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 333 |
|