Prime Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,016
| Closed | -$285K | – | 961 |
|
|
2023
Q3 | $285K | Buy |
+6,016
| New | +$285K | 0.01% | 597 |
|
|
2018
Q4 | – | Sell |
-255
| Closed | -$11K | – | 391 |
|
|
2018
Q3 | $11K | Sell |
255
-11,225
| -98% | -$484K | ﹤0.01% | 234 |
|
|
2018
Q2 | $481K | Sell |
11,480
-89
| -0.8% | -$3.73K | 0.2% | 84 |
|
|
2018
Q1 | $428K | Buy |
+11,569
| New | +$428K | 0.3% | 67 |
|