LeJeune Puetz Investment Counsel’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
Q1 | $311K | Hold |
7,100
| – | – | 0.11% | 132 |
|
|
2022
Q4 | $330K | Hold |
7,100
| – | – | 0.12% | 128 |
|
|
2022
Q3 | $279K | Hold |
7,100
| – | – | 0.11% | 127 |
|
|
2022
Q2 | $270K | Hold |
7,100
| – | – | 0.11% | 130 |
|
|
2022
Q1 | $290K | Hold |
7,100
| – | – | 0.1% | 131 |
|
|
2021
Q4 | $214K | Hold |
7,100
| – | – | 0.07% | 150 |
|
|
2021
Q3 | $201K | Hold |
7,100
| – | – | 0.07% | 151 |
|
|
2021
Q2 | $207K | Hold |
7,100
| – | – | 0.08% | 154 |
|
|
2021
Q1 | $186K | Hold |
7,100
| – | – | 0.07% | 159 |
|
|
2020
Q4 | $144K | Hold |
7,100
| – | – | 0.06% | 167 |
|
|
2020
Q3 | $113K | Hold |
7,100
| – | – | 0.06% | 168 |
|
|
2020
Q2 | $142K | Sell |
7,100
-8,500
| -54% | -$170K | 0.07% | 149 |
|
|
2020
Q1 | $239K | Buy |
+15,600
| New | +$239K | 0.14% | 124 |
|