SYM Financial Corp’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 |
-1,154
| Closed | -$47K | – | 123 |
|
|
2022
Q1 | $47K | Hold |
1,154
| – | – | 0.02% | 80 |
|
|
2021
Q4 | $35K | Hold |
1,154
| – | – | 0.01% | 87 |
|
|
2021
Q3 | $33K | Hold |
1,154
| – | – | 0.02% | 90 |
|
|
2021
Q2 | $34K | Hold |
1,154
| – | – | 0.02% | 75 |
|
|
2021
Q1 | $30K | Hold |
1,154
| – | – | 0.02% | 72 |
|
|
2020
Q4 | $23K | Hold |
1,154
| – | – | 0.02% | 65 |
|
|
2020
Q3 | $18K | Hold |
1,154
| – | – | 0.01% | 61 |
|
|
2020
Q2 | $23K | Hold |
1,154
| – | – | 0.02% | 56 |
|
|
2020
Q1 | $18K | Hold |
1,154
| – | – | 0.02% | 62 |
|
|
2019
Q4 | $37K | Hold |
1,154
| – | – | 0.02% | 72 |
|
|
2019
Q3 | $37K | Hold |
1,154
| – | – | 0.02% | 59 |
|
|
2019
Q2 | $40K | Hold |
1,154
| – | – | 0.03% | 60 |
|
|
2019
Q1 | $42K | Hold |
1,154
| – | – | 0.03% | 58 |
|
|
2018
Q4 | $36K | Hold |
1,154
| – | – | 0.01% | 62 |
|
|
2018
Q3 | $48K | Hold |
1,154
| – | – | 0.03% | 64 |
|
|
2018
Q2 | $48K | Hold |
1,154
| – | – | 0.03% | 48 |
|
|
2018
Q1 | $43K | Buy |
+1,154
| New | +$43K | 0.03% | 44 |
|