Teamwork Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34,059
| Closed | -$1.49M | – | 197 |
|
|
2023
Q1 | $1.49M | Sell |
34,059
-985
| -3% | -$43.1K | 0.28% | 61 |
|
|
2022
Q4 | $1.63M | Sell |
35,044
-28
| -0.1% | -$1.3K | 0.33% | 47 |
|
|
2022
Q3 | $1.38M | Buy |
35,072
+157
| +0.4% | +$6.17K | 0.3% | 54 |
|
|
2022
Q2 | $1.33M | Sell |
34,915
-1,652
| -5% | -$63K | 0.29% | 67 |
|
|
2022
Q1 | $1.5M | Buy |
+36,567
| New | +$1.5M | 0.28% | 66 |
|
|
2021
Q3 | – | Sell |
-43,951
| Closed | -$1.28M | – | 275 |
|
|
2021
Q2 | $1.28M | Buy |
+43,951
| New | +$1.28M | 0.26% | 77 |
|