SHJ
Sharkey, Howes & Javer’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,548
| Closed | -$258K | – | 100 |
|
|
2022
Q4 | $258K | Sell |
5,548
-6,624
| -54% | -$308K | 0.06% | 87 |
|
|
2022
Q3 | $478K | Sell |
12,172
-75,198
| -86% | -$2.95M | 0.1% | 77 |
|
|
2022
Q2 | $3.33M | Sell |
87,370
-60,456
| -41% | -$2.3M | 0.81% | 23 |
|
|
2022
Q1 | $6.05M | Buy |
147,826
+6,881
| +5% | +$282K | 1.38% | 19 |
|
|
2021
Q4 | $4.24M | Sell |
140,945
-12,882
| -8% | -$388K | 0.96% | 25 |
|
|
2021
Q3 | $4.35M | Sell |
153,827
-21,516
| -12% | -$608K | 1.12% | 21 |
|
|
2021
Q2 | $5.1M | Buy |
175,343
+38,073
| +28% | +$1.11M | 1.35% | 20 |
|
|
2021
Q1 | $3.6M | Buy |
+137,270
| New | +$3.6M | 1.13% | 19 |
|