Private Portfolio Partners’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
Q3 | – | Sell |
-9,501
| Closed | -$362K | – | 277 |
|
|
2022
Q2 | $362K | Sell |
9,501
-8,434
| -47% | -$322K | 0.1% | 169 |
|
|
2022
Q1 | $734K | Sell |
17,935
-353
| -2% | -$14.4K | 0.18% | 107 |
|
|
2021
Q4 | $550K | Sell |
18,288
-1,131
| -6% | -$34K | 0.14% | 139 |
|
|
2021
Q3 | $549K | Sell |
19,419
-173
| -0.9% | -$4.89K | 0.16% | 132 |
|
|
2021
Q2 | $570K | Buy |
19,592
+1,672
| +9% | +$48.6K | 0.17% | 120 |
|
|
2021
Q1 | $470K | Buy |
+17,920
| New | +$470K | 0.15% | 126 |
|