SWM
SigFig 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
Q1 | – | Sell |
-3,905
| Closed | -$411K | – | 107 |
|
|
2022
Q4 | $411K | Sell |
3,905
-872
| -18% | -$91.7K | 0.02% | 96 |
|
|
2022
Q3 | $429K | Sell |
4,777
-15,122
| -76% | -$1.36M | 0.02% | 88 |
|
|
2022
Q2 | $1.16M | Sell |
19,899
-17,143
| -46% | -$996K | 0.06% | 73 |
|
|
2022
Q1 | $1.13M | Buy |
37,042
+3,168
| +9% | +$96.3K | 0.05% | 71 |
|
|
2021
Q4 | $1.03M | Buy |
33,874
+44
| +0.1% | +$1.34K | 0.05% | 69 |
|
|
2021
Q3 | $956K | Sell |
33,830
-3,744
| -10% | -$106K | 0.05% | 71 |
|
|
2021
Q2 | $1.09M | Buy |
37,574
+9,098
| +32% | +$265K | 0.06% | 63 |
|
|
2021
Q1 | $747K | Buy |
+28,476
| New | +$747K | 0.05% | 64 |
|