ShoreHaven Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
4,934
-1,450
| -23% | -$65.6K | 0.09% | 92 |
|
|
2025
Q1 | $315K | Sell |
6,384
-10,070
| -61% | -$497K | 0.15% | 73 |
|
|
2024
Q4 | $750K | Buy |
16,454
+1,661
| +11% | +$75.7K | 0.35% | 46 |
|
|
2024
Q3 | $686K | Buy |
14,793
+661
| +5% | +$30.6K | 0.33% | 48 |
|
|
2024
Q2 | $678K | Buy |
14,132
+1,070
| +8% | +$51.4K | 0.36% | 47 |
|
|
2024
Q1 | $645K | Buy |
13,062
+1,553
| +13% | +$76.7K | 0.36% | 50 |
|
|
2023
Q4 | $508K | Buy |
11,509
+6,486
| +129% | +$286K | 0.31% | 51 |
|
|
2023
Q3 | $238K | Sell |
5,023
-287
| -5% | -$13.6K | 0.16% | 64 |
|
|
2023
Q2 | $227K | Sell |
5,310
-1,687
| -24% | -$72.3K | 0.15% | 63 |
|
|
2023
Q1 | $306K | Sell |
6,997
-23,709
| -77% | -$1.04M | 0.21% | 58 |
|
|
2022
Q4 | $1.43M | Sell |
30,706
-2,670
| -8% | -$124K | 1.01% | 31 |
|
|
2022
Q3 | $1.31M | Buy |
33,376
+10,792
| +48% | +$424K | 1% | 29 |
|
|
2022
Q2 | $860K | Sell |
22,584
-22,985
| -50% | -$875K | 0.62% | 39 |
|
|
2022
Q1 | $1.86M | Buy |
+45,569
| New | +$1.86M | 0.98% | 32 |
|