Lloyd Advisory Services’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
2022
Q2
Sell
-2,981
Closed -$122K 317
2022
Q1
$122K Buy
2,981
+257
+9% +$9.47K 0.06% 141
2021
Q4
$82K Buy
2,724
+2,505
+1,144% +$77.1K 0.04% 152
2021
Q3
$6K Buy
219
+188
+606% +$5.05K ﹤0.01% 311
2021
Q2
$1K Buy
+31
New +$863 ﹤0.01% 378

Other funds holding IYE

Lloyd Advisory Services's IYE Position: Q2 2022 in Review

Lloyd Advisory Services sold out of iShares US Energy ETF (IYE) in Q2 2022, closing a stake of 2,981 shares — an estimated $122K sold.

Lloyd Advisory Services first reported a position in IYE in Q2 2021 and held it in 4 quarters. The position peaked at $122K in Q1 2022. 385 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

  • Lloyd Advisory Services reported no remaining iShares US Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 2,981 iShares US Energy ETF shares in Q2 2022, an estimated $122K.
  • Lloyd Advisory Services first reported a position in iShares US Energy ETF in Q2 2021 and held it in 4 quarters.
  • Lloyd Advisory Services's iShares US Energy ETF position peaked at $122K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.