Osborn Williams & Donohoe’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
2020 Q1	–	Sell	-7,081	Closed	-$227K	–	285
2019 Q4	$227K	Sell	7,081 -7,000	-50%	-$224K	0.02%	294
2019 Q3	$447K	Sell	14,081 -75	-0.5%	-$2.38K	0.05%	230
2019 Q2	$487K	Sell	14,156 -1,140	-7%	-$39.2K	0.05%	231
2019 Q1	$561K	Buy	+15,296	New	+$561K	0.06%	233