Insight Wealth Strategies’s iShares US Energy ETF IYE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-8,129
Closed -$230K 180
2021
Q3
$230K Buy
+8,129
New +$230K 0.03% 175
2021
Q2
Sell
-8,633
Closed -$226K 211
2021
Q1
$226K Buy
+8,633
New +$226K 0.03% 207