Simplicity Wealth’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
2024
Q3
Sell
-7,225
Closed -$347K 847
2024
Q2
$347K Sell
7,225
-170
-2% -$8.16K 0.01% 898
2024
Q1
$365K Buy
+7,395
New +$365K 0.01% 849