Hochman Cole Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,546
| Closed | -$307K | – | 115 |
|
|
2019
Q4 | $307K | Sell |
9,546
-716
| -7% | -$23K | 0.17% | 90 |
|
|
2019
Q3 | $326K | Buy |
+10,262
| New | +$326K | 0.2% | 83 |
|
|
2018
Q4 | – | Sell |
-5,224
| Closed | -$219K | – | 116 |
|
|
2018
Q3 | $219K | Hold |
5,224
| – | – | 0.14% | 104 |
|
|
2018
Q2 | $219K | Buy |
+5,224
| New | +$219K | 0.14% | 97 |
|
|
2018
Q1 | – | Sell |
-5,683
| Closed | -$225K | – | 101 |
|
|
2017
Q4 | $225K | Sell |
5,683
-47
| -0.8% | -$1.86K | 0.14% | 93 |
|
|
2017
Q3 | $214K | Sell |
5,730
-540
| -9% | -$20.2K | 0.14% | 91 |
|
|
2017
Q2 | $223K | Sell |
6,270
-3,459
| -36% | -$123K | 0.15% | 85 |
|
|
2017
Q1 | $375K | Sell |
9,729
-1,117
| -10% | -$43.1K | 0.27% | 58 |
|
|
2016
Q4 | $451K | Sell |
10,846
-1,628
| -13% | -$67.7K | 0.33% | 53 |
|
|
2016
Q3 | $486K | Sell |
12,474
-322
| -3% | -$12.5K | 0.36% | 53 |
|
|
2016
Q2 | $491K | Sell |
12,796
-651
| -5% | -$25K | 0.4% | 49 |
|
|
2016
Q1 | $468K | Buy |
13,447
+5,135
| +62% | +$179K | 0.4% | 50 |
|
|
2015
Q4 | $281K | Buy |
+8,312
| New | +$281K | 0.24% | 62 |
|