Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.51M | Sell |
53,319
-3,332
| -6% | -$94.2K | 0.1% | 172 |
|
|
2021
Q2 | $1.65M | Buy |
56,651
+14,256
| +34% | +$415K | 0.11% | 163 |
|
|
2021
Q1 | $1.11M | Buy |
42,395
+31,235
| +280% | +$819K | 0.08% | 214 |
|
|
2020
Q4 | $226K | Buy |
+11,160
| New | +$226K | 0.02% | 679 |
|
|
2019
Q2 | – | Sell |
-5,597
| Closed | -$202K | – | 754 |
|
|
2019
Q1 | $202K | Buy |
+5,597
| New | +$202K | 0.02% | 626 |
|