Hobart Private Capital’s iShares US Energy ETF IYE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$651K Buy
2022
Q3
$551K Sell
2022
Q2
$2.36M Sell
2022
Q1
$5.2M Sell
2021
Q4
$4.11M Sell
2021
Q3
$3.92M Buy
2021
Q2
$580K Buy