Oliver Lagore Vanvalin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16
| Closed | -$792 | – | 777 |
|
|
2024
Q1 | $792 | Hold |
16
| – | – | ﹤0.01% | 651 |
|
|
2023
Q4 | $708 | Hold |
16
| – | – | ﹤0.01% | 669 |
|
|
2023
Q3 | $761 | Hold |
16
| – | – | ﹤0.01% | 739 |
|
|
2023
Q2 | $687 | Sell |
16
-50
| -76% | -$2.15K | ﹤0.01% | 703 |
|
|
2023
Q1 | $2.88K | Sell |
66
-100
| -60% | -$4.36K | ﹤0.01% | 550 |
|
|
2022
Q4 | $7.74K | Sell |
166
-283
| -63% | -$13.2K | ﹤0.01% | 396 |
|
|
2022
Q3 | $18K | Sell |
449
-3,465
| -89% | -$139K | 0.01% | 263 |
|
|
2022
Q2 | $149K | Sell |
3,914
-3,044
| -44% | -$116K | 0.09% | 105 |
|
|
2022
Q1 | $285K | Buy |
+6,958
| New | +$285K | 0.19% | 79 |
|