Graves Light Lenhart 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-193
| Closed | -$7K | – | 372 |
|
|
2022
Q2 | $7K | Hold |
193
| – | – | ﹤0.01% | 512 |
|
|
2022
Q1 | $8K | Hold |
193
| – | – | ﹤0.01% | 557 |
|
|
2021
Q4 | $6K | Hold |
193
| – | – | ﹤0.01% | 644 |
|
|
2021
Q3 | $5K | Hold |
193
| – | – | ﹤0.01% | 639 |
|
|
2021
Q2 | $6K | Hold |
193
| – | – | ﹤0.01% | 614 |
|
|
2021
Q1 | $5K | Buy |
+193
| New | +$5K | ﹤0.01% | 637 |
|