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Retirement Planning Company of New England’s iShares US Energy ETF IYE Stock Holding History

Retirement Planning Company of New England’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,797
Closed -$84K – 559
2021
Q4 		$84K Buy
+2,797
New +$86.1K 0.04% 330

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Retirement Planning Company of New England's IYE Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares US Energy ETF (IYE) in Q1 2022, closing a stake of 2,797 shares — an estimated $84K sold.

Retirement Planning Company of New England first reported a position in IYE in Q4 2021 and held it in 1 quarter. The position peaked at $84K in Q4 2021. 389 funds tracked by Wall St. Rank hold IYE as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares US Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 2,797 iShares US Energy ETF shares in Q1 2022, an estimated $84K.
  • Retirement Planning Company of New England first reported a position in iShares US Energy ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares US Energy ETF position peaked at $84K in Q4 2021.
  • 389 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.