John W. Brooker & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-543
| Closed | -$16K | – | 189 |
|
|
2021
Q2 | $16K | Sell |
543
-153
| -22% | -$4.51K | 0.01% | 124 |
|
|
2021
Q1 | $18K | Hold |
696
| – | – | 0.01% | 105 |
|
|
2020
Q4 | $14K | Buy |
696
+8
| +1% | +$161 | 0.01% | 110 |
|
|
2020
Q3 | $11K | Buy |
688
+11
| +2% | +$176 | 0.01% | 111 |
|
|
2020
Q2 | $14K | Buy |
+677
| New | +$14K | 0.01% | 108 |
|