LBA Wealth Management’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $57K | Hold |
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|
2016
Q4 | $61K | Hold |
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|
2016
Q3 | $58K | Hold |
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|
2016
Q2 | $57K | Hold |
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|
2016
Q1 | $51K | Hold |
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|
2015
Q4 | $50K | Sell |
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|
2015
Q3 | $62K | Hold |
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|
2015
Q2 | $76K | Hold |
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|
2015
Q1 | $78K | Sell |
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|
2014
Q4 | $91K | Sell |
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|
2014
Q3 | $150K | Sell |
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|
2014
Q2 | $181K | Hold |
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|
2014
Q1 | $162K | Sell |
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|
2013
Q4 | $166K | Buy |
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