Pettinga Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.94M | Sell |
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|
2022
Q3 | $1.98M | Sell |
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|
2022
Q2 | $4.34M | Sell |
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|
2022
Q1 | $9.03M | Sell |
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|
2021
Q4 | $7.8M | Sell |
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|
2021
Q3 | $7.86M | Sell |
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|
2021
Q2 | $8.6M | Buy |
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|
2021
Q1 | $6.32M | Buy |
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|
2020
Q4 | $771K | Buy |
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|
2020
Q3 | $420K | Sell |
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|
2020
Q2 | $536K | Buy |
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|
2020
Q1 | $396K | Sell |
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|
2019
Q4 | $858K | Sell |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $1.43M | Buy |
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|
2019
Q1 | $1.39M | Hold |
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|
2018
Q4 | $1.2M | Buy |
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