LPAM
Lodestar Private Asset Management’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,248
| Closed | -$209K | – | 224 |
|
|
2025
Q1 | $209K | Buy |
+4,248
| New | +$209K | 0.03% | 213 |
|
|
2024
Q3 | – | Sell |
-4,248
| Closed | -$204K | – | 215 |
|
|
2024
Q2 | $204K | Hold |
4,248
| – | – | 0.03% | 204 |
|
|
2024
Q1 | $210K | Buy |
+4,248
| New | +$210K | 0.03% | 206 |
|
|
2023
Q4 | – | Sell |
-4,248
| Closed | -$201K | – | 210 |
|
|
2023
Q3 | $201K | Buy |
+4,248
| New | +$201K | 0.03% | 195 |
|