Greenwich Wealth Management’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $222K | Hold |
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|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $245K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Buy |
|