SFS
IYE icon

Sowell Financial Services’s iShares US Energy ETF IYE Stock Holding History

Sowell Financial Services’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,088
Closed -$517K – 559
2023
Q2 		$517K Buy
+12,088
New +$518K 0.03% 448
2023
Q1 		– Sell
-24,278
Closed -$1.13M – 804
2022
Q4 		$1.13M Buy
+24,278
New +$1.13M 0.07% 299
2021
Q3 		– Sell
-11,165
Closed -$325K – 522
2021
Q2 		$325K Buy
11,165
+5,500
+97% +$153K 0.02% 466
2021
Q1 		$159K Buy
+5,665
New +$139K 0.01% 1164
2020
Q2 		– Sell
-150
Closed -$2K – 2568
2020
Q1 		$2K Sell
150
-2,467
-94% -$62.2K ﹤0.01% 2077
2019
Q4 		$84K Hold
2,617
– – 0.01% 969
2019
Q3 		$83K Buy
+2,617
New +$85K 0.01% 880

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