Lineweaver Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,352
| Closed | -$235K | – | 125 |
|
|
2023
Q1 | $235K | Sell |
5,352
-80,530
| -94% | -$3.53M | 0.07% | 112 |
|
|
2022
Q4 | $3.99M | Sell |
85,882
-462
| -0.5% | -$21.5K | 1.21% | 17 |
|
|
2022
Q3 | $3.4M | Buy |
86,344
+140
| +0.2% | +$5.51K | 1.1% | 19 |
|
|
2022
Q2 | $3.29M | Sell |
86,204
-115
| -0.1% | -$4.38K | 1.09% | 19 |
|
|
2022
Q1 | $3.53M | Sell |
86,319
-20,841
| -19% | -$853K | 1.01% | 20 |
|
|
2021
Q4 | $3.23M | Sell |
107,160
-16,970
| -14% | -$511K | 0.93% | 22 |
|
|
2021
Q3 | $3.51M | Sell |
124,130
-64,902
| -34% | -$1.83M | 1.07% | 20 |
|
|
2021
Q2 | $5.5M | Buy |
189,032
+28,436
| +18% | +$827K | 1.8% | 14 |
|
|
2021
Q1 | $4.21M | Buy |
+160,596
| New | +$4.21M | 1.49% | 20 |
|