Stonebridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $35K | Sell |
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|
2019
Q3 | $44K | Hold |
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|
2019
Q2 | $47K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $397K | Sell |
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|
2018
Q2 | $612K | Sell |
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|
2018
Q1 | $597K | Sell |
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|
2017
Q4 | $1.02M | Sell |
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|
2017
Q3 | $1M | Sell |
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|
2017
Q2 | $1M | Hold |
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|
2017
Q1 | $1.09M | Buy |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.22M | Sell |
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|
2016
Q2 | $1.23M | Sell |
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|
2016
Q1 | $1.2M | Sell |
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|
2015
Q4 | $1.19M | Buy |
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