SteelPeak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,192
| Closed | -$520K | – | 390 |
|
|
2022
Q4 | $520K | Buy |
11,192
+1,036
| +10% | +$48.2K | 0.04% | 237 |
|
|
2022
Q3 | $399K | Sell |
10,156
-56,358
| -85% | -$2.21M | 0.03% | 284 |
|
|
2022
Q2 | $2.54M | Sell |
66,514
-76,140
| -53% | -$2.9M | 0.18% | 97 |
|
|
2022
Q1 | $5.84M | Sell |
142,654
-2,352
| -2% | -$96.2K | 0.33% | 68 |
|
|
2021
Q4 | $4.37M | Sell |
145,006
-11,035
| -7% | -$332K | 0.25% | 79 |
|
|
2021
Q3 | $4.41M | Sell |
156,041
-14,386
| -8% | -$407K | 0.29% | 72 |
|
|
2021
Q2 | $4.96M | Buy |
+170,427
| New | +$4.96M | 0.35% | 67 |
|