LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $279K | Hold |
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|
2022
Q2 | $270K | Hold |
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|
2022
Q1 | $290K | Hold |
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|
2021
Q4 | $214K | Hold |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $207K | Hold |
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|
2021
Q1 | $186K | Hold |
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|
2020
Q4 | $144K | Hold |
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|
2020
Q3 | $113K | Hold |
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|
2020
Q2 | $142K | Sell |
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|
2020
Q1 | $239K | Buy |
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