LRI Investments’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.7K | Hold |
480
| – | – | ﹤0.01% | 689 |
|
2025
Q1 | $23.7K | Hold |
480
| – | – | ﹤0.01% | 644 |
|
2024
Q4 | $21.9K | Hold |
480
| – | – | ﹤0.01% | 646 |
|
2024
Q3 | $24K | Hold |
480
| – | – | ﹤0.01% | 623 |
|
2024
Q2 | $23K | Hold |
480
| – | – | ﹤0.01% | 583 |
|
2024
Q1 | $23.7K | Buy |
+480
| New | +$23.7K | 0.01% | 352 |
|