Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-78
| Closed | -$3K | – | 286 |
|
|
2017
Q4 | $3K | Hold |
78
| – | – | ﹤0.01% | 249 |
|
|
2017
Q3 | $3K | Hold |
78
| – | – | ﹤0.01% | 190 |
|
|
2017
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 238 |
|
|
2017
Q1 | $3K | Hold |
78
| – | – | ﹤0.01% | 247 |
|
|
2016
Q4 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 336 |
|