Mayflower Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $345K | Buy |
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|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $277K | Hold |
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|
2021
Q4 | $203K | Buy |
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