Karn Couzens & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.39M | Sell |
33,959
-1,752
| -5% | -$71.7K | 0.88% | 21 |
|
|
2021
Q4 | $1.08M | Buy |
35,711
+2,065
| +6% | +$62.2K | 0.74% | 23 |
|
|
2021
Q3 | $951K | Sell |
33,646
-1,139
| -3% | -$32.2K | 0.72% | 24 |
|
|
2021
Q2 | $1.01M | Buy |
34,785
+4,238
| +14% | +$123K | 0.79% | 24 |
|
|
2021
Q1 | $801K | Buy |
30,547
+5,725
| +23% | +$150K | 0.72% | 27 |
|
|
2020
Q4 | $502K | Buy |
+24,822
| New | +$502K | 0.48% | 34 |
|