Mitchell McLeod Pugh & Williams’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
Q2 | $258K | Hold |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $260K | Hold |
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|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $282K | Hold |
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|
2023
Q4 | $252K | Hold |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $266K | Hold |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $468K | Sell |
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|
2021
Q4 | $519K | Hold |
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|
2021
Q3 | $487K | Hold |
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|
2021
Q2 | $501K | Buy |
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