Successful Portfolios’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
2022
Q2
Sell
-8,476
Closed -$347K 201
2022
Q1
$347K Sell
8,476
-576
-6% -$23.6K 0.2% 128
2021
Q4
$272K Sell
9,052
-649
-7% -$19.5K 0.15% 157
2021
Q3
$274K Buy
9,701
+542
+6% +$15.3K 0.16% 151
2021
Q2
$266K Buy
+9,159
New +$266K 0.16% 155