Stokes & Hubbell Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $257K | Sell |
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|
2018
Q4 | $283K | Sell |
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|
2018
Q3 | $412K | Sell |
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|
2018
Q2 | $603K | Sell |
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|
2018
Q1 | $562K | Sell |
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|
2017
Q4 | $659K | Sell |
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|
2017
Q3 | $627K | Buy |
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|
2017
Q2 | $592K | Sell |
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|
2017
Q1 | $756K | Buy |
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|
2016
Q4 | $739K | Buy |
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|
2016
Q3 | $556K | Buy |
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|
2016
Q2 | $527K | Buy |
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|
2016
Q1 | $478K | Buy |
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|
2015
Q4 | $381K | Buy |
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