GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-8,844
| Closed | -$304K | – | 225 |
|
|
2015
Q3 | $304K | Hold |
8,844
| – | – | 0.07% | 159 |
|
|
2015
Q2 | $375K | Buy |
8,844
+102
| +1% | +$4.33K | 0.07% | 166 |
|
|
2015
Q1 | $381K | Sell |
8,742
-720
| -8% | -$31.4K | 0.07% | 165 |
|
|
2014
Q4 | $424K | Buy |
+9,462
| New | +$424K | 0.11% | 91 |
|