Mountain Capital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $449K | Sell |
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|
2022
Q2 | $852K | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $995K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $52K | Sell |
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|
2017
Q2 | $49K | Buy |
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