Guardian Wealth Advisors (North Carolina)’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
2023
Q3
Sell
-13
Closed -$557 437
2023
Q2
$557 Hold
13
﹤0.01% 403
2023
Q1
$569 Hold
13
﹤0.01% 399
2022
Q4
$604 Buy
+13
New +$604 ﹤0.01% 363