SWM
Seaside Wealth Management’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,707
| Closed | -$205K | – | 53 |
|
|
2023
Q1 | $205K | Hold |
4,707
| – | – | 0.12% | 47 |
|
|
2022
Q4 | $219K | Sell |
4,707
-7
| -0.1% | -$325 | 0.14% | 45 |
|
|
2022
Q3 | $230K | Sell |
4,714
-517
| -10% | -$25.2K | 0.16% | 43 |
|
|
2022
Q2 | $222K | Buy |
+5,231
| New | +$222K | 0.17% | 46 |
|