J.P. Turner & Co Capital Management’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
2015
Q3
Sell
-6,654
Closed -$278K 203
2015
Q2
$278K Buy
6,654
+1,804
+37% +$75.4K 0.22% 156
2015
Q1
$208K Sell
4,850
-75
-2% -$3.22K 0.19% 163
2014
Q4
$221K Buy
+4,925
New +$221K 0.21% 157