JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-663
| Closed | -$30.2K | – | 1965 |
|
|
2024
Q4 | $30.2K | Buy |
663
+591
| +821% | +$26.9K | ﹤0.01% | 547 |
|
|
2024
Q3 | $3.34K | Sell |
72
-239
| -77% | -$11.1K | ﹤0.01% | 1269 |
|
|
2024
Q2 | $14.9K | Buy |
311
+63
| +25% | +$3.02K | ﹤0.01% | 672 |
|
|
2024
Q1 | $12.3K | Buy |
248
+216
| +675% | +$10.7K | ﹤0.01% | 754 |
|
|
2023
Q4 | $1.41K | Buy |
+32
| New | +$1.41K | ﹤0.01% | 1552 |
|
|
2022
Q1 | – | Sell |
-26
| Closed | -$1K | – | 1895 |
|
|
2021
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1417 |
|