Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $840K | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $109K | Buy |
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|
2020
Q4 | $6K | Sell |
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|
2020
Q3 | $33K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5K | Sell |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $17K | Sell |
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|
2019
Q1 | $21K | Sell |
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|
2018
Q4 | $40K | Buy |
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|
2018
Q3 | $37K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $40K | Sell |
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|
2017
Q2 | $85K | Buy |
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|
2017
Q1 | $82K | Sell |
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|
2016
Q4 | $138K | Sell |
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|
2016
Q3 | $158K | Buy |
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|
2016
Q2 | $74K | Buy |
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|
2016
Q1 | $26K | Buy |
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|
2015
Q4 | $19K | Buy |
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|
2015
Q3 | $10K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $9K | Sell |
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|
2014
Q3 | $120K | Buy |
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