Planned Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,195
| Closed | -$55.4K | – | 378 |
|
|
2024
Q3 | $55.4K | Buy |
+1,195
| New | +$55.4K | 0.02% | 293 |
|
|
2024
Q1 | – | Sell |
-1,195
| Closed | -$52.7K | – | 321 |
|
|
2023
Q4 | $52.7K | Buy |
+1,195
| New | +$52.7K | 0.02% | 276 |
|
|
2021
Q1 | – | Sell |
-697
| Closed | -$14K | – | 239 |
|
|
2020
Q4 | $14K | Hold |
697
| – | – | 0.01% | 306 |
|
|
2020
Q3 | $11K | Buy |
+697
| New | +$11K | 0.01% | 250 |
|