Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-320
| Closed | -$9K | – | 757 |
|
|
2021
Q3 | $9K | Hold |
320
| – | – | ﹤0.01% | 524 |
|
|
2021
Q2 | $9K | Buy |
320
+14
| +5% | +$394 | ﹤0.01% | 505 |
|
|
2021
Q1 | $16 | Sell |
306
-306
| -50% | -$16 | ﹤0.01% | 445 |
|
|
2020
Q4 | $12K | Buy |
612
+3
| +0.5% | +$59 | ﹤0.01% | 462 |
|
|
2020
Q3 | $10K | Buy |
609
+5
| +0.8% | +$82 | ﹤0.01% | 453 |
|
|
2020
Q2 | $12K | Buy |
604
+2
| +0.3% | +$40 | ﹤0.01% | 425 |
|
|
2020
Q1 | $9K | Sell |
602
-641
| -52% | -$9.58K | ﹤0.01% | 446 |
|
|
2019
Q4 | $40K | Buy |
+1,243
| New | +$40K | 0.02% | 275 |
|