HL Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,000
| Closed | -$208K | – | 671 |
|
|
2016
Q4 | $208K | Buy |
+5,000
| New | +$208K | ﹤0.01% | 637 |
|
|
2014
Q1 | – | Sell |
-64,126
| Closed | -$3.24M | – | 658 |
|
|
2013
Q4 | $3.24M | Buy |
64,126
+1,918
| +3% | +$96.8K | 0.1% | 135 |
|
|
2013
Q3 | $2.93M | Buy |
62,208
+17,314
| +39% | +$815K | 0.1% | 127 |
|
|
2013
Q2 | $2M | Buy |
+44,894
| New | +$2M | 0.07% | 165 |
|