Sonata Capital Group’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
2017
Q2
Sell
2017
Q1
$205K Hold
2016
Q4
$221K Hold
2016
Q3
$208K Hold
2016
Q2
$204K Sell
2016
Q1
$203K Buy
2015
Q4
Sell
2015
Q3
$200K Hold
2015
Q2
$247K Sell
2015
Q1
$267K Sell
2014
Q4
$299K Buy