National Wealth Management Group’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 Q2	–	Sell	-10,576	Closed	-$433K	–	122
2022 Q1	$433K	Buy	10,576 +55	+0.5%	+$2.25K	0.42%	65
2021 Q4	$317K	Buy	+10,521	New	+$317K	0.3%	82