Simplicity Solutions’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $358K | Buy |
8,118
+132
| +2% | +$5.82K | 0.01% | 779 |
|
|
2023
Q3 | $379K | Sell |
7,986
-256
| -3% | -$12.1K | 0.01% | 682 |
|
|
2023
Q2 | $353K | Sell |
8,242
-135
| -2% | -$5.78K | 0.01% | 774 |
|
|
2023
Q1 | $366K | Buy |
+8,377
| New | +$366K | 0.01% | 782 |
|
|
2016
Q3 | – | Sell |
-11,710
| Closed | -$449K | – | 252 |
|
|
2016
Q2 | $449K | Buy |
+11,710
| New | +$449K | 0.24% | 121 |
|