Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $255K | Hold |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $317K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $230K | Buy |
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|
2015
Q1 | $230K | Buy |
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