SOA Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $70.7K | Buy |
|
|||||
|
2025
Q2 | $66.7K | Buy |
|
|||||
|
2025
Q1 | $72.3K | Buy |
|
|||||
|
2024
Q4 | $66.4K | Buy |
|
|||||
|
2024
Q3 | $67K | Buy |
|
|||||
|
2024
Q2 | $68.9K | Sell |
|
|||||
|
2024
Q1 | $88.4K | Sell |
|
|||||
|
2023
Q4 | $101K | Sell |
|
|||||
|
2023
Q3 | $119K | Hold |
|
|||||
|
2023
Q2 | $108K | Buy |
|
|||||
|
2023
Q1 | $110K | Buy |
|
|||||
|
2022
Q4 | $116K | Sell |
|
|||||
|
2022
Q3 | $107K | Hold |
|
|||||
|
2022
Q2 | $104K | Buy |
|
|||||
|
2022
Q1 | $111K | Buy |
|
|||||
|
2021
Q4 | $77K | Buy |
|
|||||
|
2021
Q3 | $72K | Hold |
|
|||||
|
2021
Q2 | $74K | Buy |
|
|||||
|
2021
Q1 | $59K | Hold |
|
|||||
|
2020
Q4 | $54K | Buy |
|