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

Keystone Wealth Services’s Portfolio IYE Stock Details IYE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$225K	Sell
2022 Q4	$302K	Sell
2022 Q3	$257K	Sell
2022 Q2	$919K	Sell
2022 Q1	$1.35M	Sell
2021 Q4	$1.14M	Buy