Quadrant Private Wealth Management’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
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2024
Q4 | $360K | Buy |
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2024
Q3 | $275K | Buy |
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2024
Q2 | $203K | Sell |
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2024
Q1 | $271K | Sell |
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2023
Q4 | $445K | Buy |
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2023
Q3 | $218K | Sell |
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2023
Q2 | $207K | Sell |
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2023
Q1 | $234K | Sell |
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2022
Q4 | $324K | Buy |
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2022
Q2 | $257K | Sell |
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2022
Q1 | $453K | Buy |
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2021
Q4 | $298K | Buy |
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2021
Q3 | $246K | Sell |
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2021
Q2 | $271K | Buy |
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