LWM
LBA Wealth Management’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $57K | Hold |
1,475
| – | – | 0.03% | 190 |
|
|
2016
Q4 | $61K | Hold |
1,475
| – | – | 0.03% | 178 |
|
|
2016
Q3 | $58K | Hold |
1,475
| – | – | 0.03% | 186 |
|
|
2016
Q2 | $57K | Hold |
1,475
| – | – | 0.03% | 186 |
|
|
2016
Q1 | $51K | Hold |
1,475
| – | – | 0.03% | 192 |
|
|
2015
Q4 | $50K | Sell |
1,475
-325
| -18% | -$11K | 0.03% | 206 |
|
|
2015
Q3 | $62K | Hold |
1,800
| – | – | 0.04% | 173 |
|
|
2015
Q2 | $76K | Hold |
1,800
| – | – | 0.05% | 147 |
|
|
2015
Q1 | $78K | Sell |
1,800
-225
| -11% | -$9.75K | 0.05% | 148 |
|
|
2014
Q4 | $91K | Sell |
2,025
-885
| -30% | -$39.8K | 0.06% | 144 |
|
|
2014
Q3 | $150K | Sell |
2,910
-270
| -8% | -$13.9K | 0.1% | 106 |
|
|
2014
Q2 | $181K | Hold |
3,180
| – | – | 0.15% | 87 |
|
|
2014
Q1 | $162K | Sell |
3,180
-100
| -3% | -$5.09K | 0.13% | 95 |
|
|
2013
Q4 | $166K | Buy |
+3,280
| New | +$166K | 0.14% | 85 |
|