Patton Albertson Miller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $530K | Sell |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $595K | Sell |
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|
2023
Q2 | $597K | Sell |
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|
2023
Q1 | $725K | Sell |
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|
2022
Q4 | $817K | Sell |
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|
2022
Q3 | $2.27M | Sell |
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|
2022
Q2 | $2.86M | Buy |
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|
2022
Q1 | $2.81M | Buy |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $385K | Buy |
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