Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.5K | Hold |
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|
2025
Q2 | $9.04K | Hold |
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2025
Q1 | $9.86K | Hold |
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|
2024
Q4 | $9.11K | Hold |
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|
2024
Q3 | $9.27K | Hold |
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|
2024
Q2 | $9.6K | Hold |
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|
2024
Q1 | $9.88K | Hold |
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|
2023
Q4 | $8.82K | Hold |
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|
2023
Q3 | $9.49K | Hold |
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|
2023
Q2 | $8.57K | Hold |
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|
2023
Q1 | $8.75K | Buy |
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|
2022
Q4 | $5.39K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $7K | Buy |
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|
2015
Q1 | $120K | Hold |
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|
2014
Q4 | $123K | Hold |
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|
2014
Q3 | $141K | Hold |
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|
2014
Q2 | $156K | Buy |
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|
2014
Q1 | $125K | Hold |
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|
2013
Q4 | $123K | Hold |
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|
2013
Q3 | $115K | Buy |
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