Paladin Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $48.7K | Hold |
|
|||||
|
2025
Q2 | $46.4K | Hold |
|
|||||
|
2025
Q1 | $50.5K | Hold |
|
|||||
|
2024
Q4 | $46.7K | Hold |
|
|||||
|
2024
Q3 | $47.5K | Hold |
|
|||||
|
2024
Q2 | $49.2K | Hold |
|
|||||
|
2024
Q1 | $51K | Hold |
|
|||||
|
2023
Q4 | $45.2K | Hold |
|
|||||
|
2023
Q3 | $48.6K | Sell |
|
|||||
|
2023
Q2 | $48.3K | Hold |
|
|||||
|
2023
Q1 | $49.3K | Buy |
|
|||||
|
2022
Q4 | – | Hold |
|
|||||
|
2022
Q3 | – | Hold |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $65K | Buy |
|
|||||
|
2021
Q4 | – | Hold |
|