Keystone Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,134
| Closed | -$225K | – | 206 |
|
|
2023
Q1 | $225K | Sell |
5,134
-1,367
| -21% | -$59.8K | 0.09% | 177 |
|
|
2022
Q4 | $302K | Sell |
6,501
-41
| -0.6% | -$1.91K | 0.13% | 142 |
|
|
2022
Q3 | $257K | Sell |
6,542
-17,562
| -73% | -$690K | 0.12% | 134 |
|
|
2022
Q2 | $919K | Sell |
24,104
-8,989
| -27% | -$343K | 0.41% | 53 |
|
|
2022
Q1 | $1.35M | Sell |
33,093
-4,730
| -13% | -$194K | 0.54% | 48 |
|
|
2021
Q4 | $1.14M | Buy |
+37,823
| New | +$1.14M | 0.46% | 54 |
|