Meristem Family Wealth’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
2022
Q1
$773K Hold
2021
Q4
$569K Sell
2021
Q3
$619K Buy
2021
Q2
$538K Buy
2015
Q4
Sell
2015
Q3
$707K Buy