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Horizon Family Wealth’s iShares US Energy ETF IYE Stock Holding History

Horizon Family Wealth’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,707
Closed -$413K – 69
2023
Q3 		$413K Buy
+8,707
New +$413K 0.4% 33