Legacy Financial Group (Iowa)’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
Q4
Sell
-106
Closed -$5.02K 277
2023
Q3
$5.02K Buy
+106
New +$5.02K ﹤0.01% 385
2023
Q1
Sell
-23,825
Closed -$1.11M 48
2022
Q4
$1.11M Buy
+23,825
New +$1.11M 0.33% 29