Selective Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-91
Closed -$4K 435
2022
Q3
$4K Hold
91
﹤0.01% 613
2022
Q2
$3K Hold
91
﹤0.01% 669
2022
Q1
$4K Sell
91
-711
-89% -$31.3K ﹤0.01% 609
2021
Q4
$24K Buy
+802
New +$24K 0.01% 388