Personal Wealth Partners’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 |
-100
| Closed | -$3K | – | 325 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 317 |
|
|
2019
Q3 | $3K | Sell |
100
-6,059
| -98% | -$182K | ﹤0.01% | 320 |
|
|
2019
Q2 | $532K | Hold |
6,159
| – | – | 0.25% | 33 |
|
|
2019
Q1 | $531K | Sell |
6,159
-26,332
| -81% | -$2.27M | 0.28% | 32 |
|
|
2018
Q4 | $1.38M | Buy |
+32,491
| New | +$1.38M | 0.86% | 12 |
|