Norwood Financial’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
2024
Q1
$87.9K Hold
2023
Q4
$78.5K Buy
2023
Q3
$77.8K Hold
2023
Q2
$70.3K Sell
2023
Q1
$73.3K Sell
2022
Q4
$86K Hold
2022
Q3
$73K Hold
2022
Q2
$71K Sell
2022
Q1
$81K Hold
2021
Q4
$59K Buy