KOMWMG
Kerntke Otto McGlone Wealth Management Group’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,537
| Closed | -$218K | – | 79 |
|
|
2024
Q2 | $218K | Buy |
4,537
+29
| +0.6% | +$1.39K | 0.2% | 68 |
|
|
2024
Q1 | $223K | Buy |
+4,508
| New | +$223K | 0.22% | 64 |
|
|
2023
Q4 | – | Sell |
-4,415
| Closed | -$209K | – | 65 |
|
|
2023
Q3 | $209K | Buy |
+4,415
| New | +$209K | 0.22% | 60 |
|
|
2023
Q1 | – | Sell |
-4,365
| Closed | -$203K | – | 104 |
|
|
2022
Q4 | $203K | Buy |
+4,365
| New | +$203K | 0.23% | 61 |
|