Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,845
| Closed | -$1.14M | – | 149 |
|
|
2024
Q2 | $1.14M | Buy |
+23,845
| New | +$1.14M | 1.03% | 31 |
|
|
2022
Q1 | – | Sell |
-21,714
| Closed | -$654K | – | 155 |
|
|
2021
Q4 | $654K | Buy |
+21,714
| New | +$654K | 0.24% | 75 |
|
|
2021
Q3 | – | Sell |
-46,733
| Closed | -$1.36M | – | 207 |
|
|
2021
Q2 | $1.36M | Buy |
46,733
+5,119
| +12% | +$149K | 0.51% | 62 |
|
|
2021
Q1 | $1.09M | Buy |
+41,614
| New | +$1.09M | 0.43% | 70 |
|