Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $278K | Hold |
6,000
| – | – | 0.06% | 169 |
|
|
2024
Q2 | $288K | Hold |
6,000
| – | – | 0.07% | 165 |
|
|
2024
Q1 | $296K | Hold |
6,000
| – | – | 0.07% | 165 |
|
|
2023
Q4 | $265K | Hold |
6,000
| – | – | 0.06% | 165 |
|
|
2023
Q3 | $285K | Hold |
6,000
| – | – | 0.08% | 149 |
|
|
2023
Q2 | $257K | Hold |
6,000
| – | – | 0.07% | 152 |
|
|
2023
Q1 | $263K | Hold |
6,000
| – | – | 0.07% | 153 |
|
|
2022
Q4 | $279K | Hold |
6,000
| – | – | 0.08% | 143 |
|
|
2022
Q3 | $236K | Hold |
6,000
| – | – | 0.08% | 146 |
|
|
2022
Q2 | $229K | Hold |
6,000
| – | – | 0.07% | 151 |
|
|
2022
Q1 | $246K | Buy |
+6,000
| New | +$246K | 0.07% | 147 |
|