Pineridge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.7K | Buy |
1,719
+11
| +0.6% | +$497 | 0.03% | 87 |
|
|
2025
Q1 | $84.2K | Buy |
1,708
+12
| +0.7% | +$592 | 0.03% | 84 |
|
|
2024
Q4 | $77.3K | Sell |
1,696
-2
| -0.1% | -$91 | 0.03% | 109 |
|
|
2024
Q3 | $78.7K | Sell |
1,698
-100
| -6% | -$4.63K | 0.03% | 110 |
|
|
2024
Q2 | $86.3K | Sell |
1,798
-244
| -12% | -$11.7K | 0.03% | 108 |
|
|
2024
Q1 | $101K | Buy |
2,042
+6
| +0.3% | +$296 | 0.04% | 92 |
|
|
2023
Q4 | $89.8K | Buy |
+2,036
| New | +$89.8K | 0.03% | 117 |
|