Meristem Family Wealth’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 | $773K | Hold |
18,900
| – | – | 0.08% | 144 |
|
|
2021
Q4 | $569K | Sell |
18,900
-3,000
| -14% | -$90.3K | 0.05% | 207 |
|
|
2021
Q3 | $619K | Buy |
21,900
+3,400
| +18% | +$96.1K | 0.06% | 194 |
|
|
2021
Q2 | $538K | Buy |
+18,500
| New | +$538K | 0.08% | 160 |
|
|
2015
Q4 | – | Sell |
-20,610
| Closed | -$707K | – | 115 |
|
|
2015
Q3 | $707K | Buy |
+20,610
| New | +$707K | 0.37% | 36 |
|