Hochman Cole Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $307K | Sell |
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|
2019
Q3 | $326K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $219K | Hold |
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|
2018
Q2 | $219K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $225K | Sell |
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|
2017
Q3 | $214K | Sell |
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|
2017
Q2 | $223K | Sell |
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|
2017
Q1 | $375K | Sell |
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|
2016
Q4 | $451K | Sell |
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|
2016
Q3 | $486K | Sell |
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|
2016
Q2 | $491K | Sell |
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|
2016
Q1 | $468K | Buy |
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|
2015
Q4 | $281K | Buy |
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