Heritage Wealth Management (Arizona)’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 Q4	$134K	Buy	2,886 +1,443	+100%	+$67.1K	0.02%	377
2022 Q3	$57K	Buy	+1,443	New	+$57K	0.02%	385