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

Juncture Wealth Strategies’s Portfolio IYE Stock Details IYE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,546
Closed -$995K – 120
2023
Q4 		$995K Buy
+22,546
New +$995K 0.45% 41