Nachman Norwood & Parrott’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
Q2 | $860K | Sell |
29,559
-5,100
| -15% | -$148K | 0.09% | 141 |
|
|
2021
Q1 | $909K | Hold |
34,659
| – | – | 0.1% | 131 |
|
|
2020
Q4 | $701K | Sell |
34,659
-813
| -2% | -$16.4K | 0.08% | 145 |
|
|
2020
Q3 | $566K | Sell |
35,472
-625
| -2% | -$9.97K | 0.08% | 147 |
|
|
2020
Q2 | $722K | Buy |
36,097
+2,532
| +8% | +$50.6K | 0.12% | 127 |
|
|
2020
Q1 | $514K | Buy |
33,565
+2,599
| +8% | +$39.8K | 0.1% | 135 |
|
|
2019
Q4 | $995K | Buy |
30,966
+17,638
| +132% | +$567K | 0.16% | 101 |
|
|
2019
Q3 | $424K | Buy |
13,328
+804
| +6% | +$25.6K | 0.08% | 164 |
|
|
2019
Q2 | $431K | Buy |
12,524
+24
| +0.2% | +$826 | 0.08% | 165 |
|
|
2019
Q1 | $450K | Sell |
12,500
-1,045
| -8% | -$37.6K | 0.08% | 154 |
|
|
2018
Q4 | $422K | Buy |
+13,545
| New | +$422K | 0.09% | 150 |
|