Glassman Wealth Services’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
2021 Q1	–	Sell	-2,000	Closed	-$40K	–	1521
2020 Q4	$40K	Sell	2,000 -1,130	-36%	-$22.6K	0.01%	371
2020 Q3	$50K	Hold	3,130	–	–	0.01%	290
2020 Q2	$63K	Sell	3,130 -1,423	-31%	-$28.6K	0.02%	217
2020 Q1	$70K	Buy	+4,553	New	+$70K	0.03%	193