MGWM
Marks Group Wealth Management’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,468
| Closed | -$487K | – | 283 |
|
|
2022
Q4 | $487K | Sell |
10,468
-6,263
| -37% | -$291K | 0.07% | 212 |
|
|
2022
Q3 | $658K | Buy |
16,731
+282
| +2% | +$11.1K | 0.1% | 183 |
|
|
2022
Q2 | $627K | Sell |
16,449
-2,369
| -13% | -$90.3K | 0.09% | 196 |
|
|
2022
Q1 | $770K | Sell |
18,818
-11,902
| -39% | -$487K | 0.1% | 195 |
|
|
2021
Q4 | $921K | Buy |
+30,720
| New | +$921K | 0.11% | 182 |
|