GIA
Goodwin Investment Advisory’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,770
| Closed | -$137K | – | 43 |
|
|
2024
Q1 | $137K | Sell |
2,770
-61
| -2% | -$3.01K | 0.06% | 38 |
|
|
2023
Q4 | $125K | Sell |
2,831
-3,454
| -55% | -$152K | 0.06% | 38 |
|
|
2023
Q3 | $298K | Hold |
6,285
| – | – | 0.18% | 37 |
|
|
2023
Q2 | $269K | Sell |
6,285
-1,109
| -15% | -$47.5K | 0.16% | 41 |
|
|
2023
Q1 | $323K | Sell |
7,394
-532
| -7% | -$23.3K | 0.21% | 35 |
|
|
2022
Q4 | $368K | Sell |
7,926
-56,660
| -88% | -$2.63M | 0.26% | 31 |
|
|
2022
Q3 | $2.54M | Buy |
+64,586
| New | +$2.54M | 1.92% | 11 |
|