LGT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-67
| Closed | -$3.3K | – | 620 |
|
|
2025
Q1 | $3.3K | Sell |
67
-432
| -87% | -$21.3K | 0.01% | 251 |
|
|
2024
Q4 | $22.7K | Buy |
499
+251
| +101% | +$11.4K | 0.05% | 288 |
|
|
2024
Q3 | $11.5K | Buy |
248
+31
| +14% | +$1.44K | 0.03% | 395 |
|
|
2024
Q2 | $10.4K | Sell |
217
-852
| -80% | -$40.9K | 0.02% | 467 |
|
|
2024
Q1 | $52.8K | Buy |
1,069
+63
| +6% | +$3.11K | 0.06% | 226 |
|
|
2023
Q4 | $44.4K | Buy |
1,006
+486
| +93% | +$21.5K | 0.05% | 225 |
|
|
2023
Q3 | $24.7K | Sell |
520
-48
| -8% | -$2.28K | 0.03% | 299 |
|
|
2023
Q2 | $24.3K | Buy |
+568
| New | +$24.3K | 0.03% | 175 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$287 | – | 151 |
|
|
2022
Q4 | $287 | Buy |
+6
| New | +$287 | ﹤0.01% | 178 |
|