Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $296K | Hold |
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|
2023
Q4 | $265K | Hold |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $246K | Buy |
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