Lineweaver Wealth Advisors’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
Q2
Sell
2023
Q1
$235K Sell
2022
Q4
$3.99M Sell
2022
Q3
$3.4M Buy
2022
Q2
$3.29M Sell
2022
Q1
$3.53M Sell
2021
Q4
$3.23M Sell
2021
Q3
$3.51M Sell
2021
Q2
$5.5M Buy
2021
Q1
$4.21M Buy