S.C. Financial Services’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
Q4
$213K Buy
+4,582
New +$213K 0.33% 112
2022
Q3
Sell
-5,805
Closed -$221K 121
2022
Q2
$221K Sell
5,805
-3,974
-41% -$151K 0.34% 100
2022
Q1
$400K Sell
9,779
-1,476
-13% -$60.4K 0.51% 67
2021
Q4
$379K Buy
+11,255
New +$379K 0.44% 78