Telemus Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-650
| Closed | -$26K | – | 480 |
|
|
2017
Q4 | $26K | Buy |
+650
| New | +$26K | ﹤0.01% | 449 |
|
|
2015
Q4 | – | Sell |
-8,985
| Closed | -$308K | – | 139 |
|
|
2015
Q3 | $308K | Sell |
8,985
-490
| -5% | -$16.8K | 0.08% | 104 |
|
|
2015
Q2 | $402K | Hold |
9,475
| – | – | 0.1% | 92 |
|
|
2015
Q1 | $413K | Hold |
9,475
| – | – | 0.1% | 95 |
|
|
2014
Q4 | $425K | Buy |
+9,475
| New | +$425K | 0.1% | 98 |
|