IFWM
Institute for Wealth Management’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-200
| Closed | -$6K | – | 541 |
|
|
2019
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 624 |
|
|
2014
Q2 | – | Sell |
-45,209
| Closed | -$2.31M | – | 67 |
|
|
2014
Q1 | $2.31M | Buy |
45,209
+7,787
| +21% | +$397K | 1.97% | 16 |
|
|
2013
Q4 | $1.89M | Sell |
37,422
-64,933
| -63% | -$3.28M | 1.36% | 26 |
|
|
2013
Q3 | $4.82M | Buy |
102,355
+39,058
| +62% | +$1.84M | 3.32% | 14 |
|
|
2013
Q2 | $2.82M | Buy |
+63,297
| New | +$2.82M | 2.26% | 18 |
|