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Keystone Wealth Services’s iShares US Energy ETF IYE Stock Holding History

Keystone Wealth Services’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,134
Closed -$225K – 206
2023
Q1 		$225K Sell
5,134
-1,367
-21% -$61.9K 0.09% 177
2022
Q4 		$302K Sell
6,501
-41
-0.6% -$1.92K 0.13% 142
2022
Q3 		$257K Sell
6,542
-17,562
-73% -$721K 0.12% 134
2022
Q2 		$919K Sell
24,104
-8,989
-27% -$382K 0.41% 53
2022
Q1 		$1.35M Sell
33,093
-4,730
-13% -$174K 0.54% 48
2021
Q4 		$1.14M Buy
+37,823
New +$1.16M 0.46% 54

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Royal Bank of Canada
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RJFSA
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