Pinnacle Private Wealth’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
2022
Q2
$382K Buy
10,027
+342
+4% +$13K 0.15% 163
2022
Q1
$396K Buy
9,685
+1,406
+17% +$57.5K 0.12% 179
2021
Q4
$249K Buy
+8,279
New +$249K 0.08% 248