GPA
Guidance Point Advisors’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,413
| Closed | -$209K | – | 71 |
|
|
2023
Q3 | $209K | Buy |
+4,413
| New | +$209K | 0.09% | 69 |
|
|
2023
Q1 | – | Sell |
-4,348
| Closed | -$202K | – | 79 |
|
|
2022
Q4 | $202K | Buy |
+4,348
| New | +$202K | 0.09% | 74 |
|
|
2021
Q4 | – | Sell |
-5,390
| Closed | -$152K | – | 243 |
|
|
2021
Q3 | $152K | Buy |
+5,390
| New | +$152K | 0.06% | 96 |
|
|
2020
Q1 | – | Sell |
-8,128
| Closed | -$261K | – | 69 |
|
|
2019
Q4 | $261K | Sell |
8,128
-4,324
| -35% | -$139K | 0.13% | 60 |
|
|
2019
Q3 | $395K | Buy |
12,452
+1,394
| +13% | +$44.2K | 0.22% | 48 |
|
|
2019
Q2 | $380K | Buy |
11,058
+87
| +0.8% | +$2.99K | 0.21% | 49 |
|
|
2019
Q1 | $395K | Buy |
10,971
+81
| +0.7% | +$2.92K | 0.23% | 45 |
|
|
2018
Q4 | $339K | Buy |
+10,890
| New | +$339K | 0.22% | 48 |
|