Peachtree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $207K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $207K | Sell |
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|
2017
Q1 | $306K | Sell |
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|
2016
Q4 | $423K | Buy |
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|
2016
Q3 | $385K | Buy |
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|
2016
Q2 | $368K | Buy |
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|
2016
Q1 | $298K | Buy |
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|
2015
Q4 | $271K | Sell |
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|
2015
Q3 | $316K | Buy |
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|
2015
Q2 | $363K | Buy |
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|
2015
Q1 | $235K | Buy |
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|
2014
Q4 | $18K | Hold |
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|
2014
Q3 | $21K | Buy |
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