McDonald Partners’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
2022
Q1
Sell
-2,641
Closed -$79.5K 508
2021
Q4
$79.5K Buy
+2,641
New +$79.5K 0.07% 95