Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $288K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $224K | Sell |
|
|||||
|
2024
Q1 | $230K | Sell |
|
|||||
|
2023
Q4 | $249K | Buy |
|
|||||
|
2023
Q3 | $223K | Hold |
|
|||||
|
2023
Q2 | $201K | Hold |
|
|||||
|
2023
Q1 | $206K | Sell |
|
|||||
|
2022
Q4 | $488K | Sell |
|
|||||
|
2022
Q3 | $467K | Sell |
|
|||||
|
2022
Q2 | $1.26M | Sell |
|
|||||
|
2022
Q1 | $2.04M | Sell |
|
|||||
|
2021
Q4 | $1.57M | Sell |
|
|||||
|
2021
Q3 | $1.52M | Sell |
|
|||||
|
2021
Q2 | $1.84M | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $57K | Buy |
|
|||||
|
2015
Q2 | $12K | Hold |
|
|||||
|
2015
Q1 | $13K | Buy |
|
|||||
|
2014
Q4 | $5K | Sell |
|
|||||
|
2014
Q3 | $286K | Buy |
|
|||||
|
2014
Q2 | $213K | Buy |
|
|||||
|
2014
Q1 | $175K | Buy |
|
|||||
|
2013
Q4 | $45K | Sell |
|
|||||
|
2013
Q3 | $1.11M | Buy |
|
|||||
|
2013
Q2 | $114K | Buy |
|