Laidlaw Wealth Management’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	-4,809	Closed	-$210K	–	361
2023 Q1	$210K	Sell	4,809 -783	-14%	-$34.3K	0.04%	328
2022 Q4	$260K	Buy	+5,592	New	+$260K	0.06%	289