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. 386 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.
  • 386 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.