Summit X LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $449K | Sell |
|
|||||
|
2022
Q4 | $972K | Buy |
|
|||||
|
2022
Q3 | $294K | Sell |
|
|||||
|
2022
Q2 | $952K | Sell |
|
|||||
|
2022
Q1 | $1.97M | Sell |
|
|||||
|
2021
Q4 | $1.45M | Sell |
|
|||||
|
2021
Q3 | $1.55M | Sell |
|
|||||
|
2021
Q2 | $2.08M | Buy |
|
|||||
|
2021
Q1 | $1.64M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $368K | Buy |
|
|||||
|
2019
Q3 | $335K | Buy |
|
|||||
|
2019
Q2 | $339K | Buy |
|
|||||
|
2019
Q1 | $338K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $2.33M | Sell |
|
|||||
|
2017
Q3 | $2.44M | Buy |
|
|||||
|
2017
Q2 | $2.12M | Buy |
|