Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.4K | Sell |
2,021
-642
| -24% | -$29K | 0.01% | 504 |
|
|
2025
Q1 | $131K | Buy |
2,663
+48
| +2% | +$2.37K | 0.02% | 393 |
|
|
2024
Q4 | $119K | Buy |
+2,615
| New | +$119K | 0.02% | 397 |
|
|
2022
Q1 | $234K | Buy |
+5,716
| New | +$234K | 0.05% | 276 |
|
|
2019
Q4 | – | Sell |
-400
| Closed | -$13K | – | 503 |
|
|
2019
Q3 | $13K | Hold |
400
| – | – | ﹤0.01% | 691 |
|
|
2019
Q2 | $13K | Hold |
400
| – | – | ﹤0.01% | 697 |
|
|
2019
Q1 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 703 |
|