Ten Capital Wealth 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 |
-27
| Closed | -$1.18K | – | 380 |
|
|
2023
Q1 | $1.18K | Buy |
27
+7
| +35% | +$306 | ﹤0.01% | 478 |
|
|
2022
Q4 | $930 | Buy |
20
+2
| +11% | +$93 | ﹤0.01% | 481 |
|
|
2022
Q3 | $1K | Sell |
18
-48
| -73% | -$2.67K | ﹤0.01% | 521 |
|
|
2022
Q2 | $3K | Buy |
66
+11
| +20% | +$500 | ﹤0.01% | 369 |
|
|
2022
Q1 | $2K | Buy |
55
+6
| +12% | +$218 | ﹤0.01% | 426 |
|
|
2021
Q4 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 443 |
|
|
2021
Q3 | – | Sell |
-455
| Closed | -$13K | – | 509 |
|
|
2021
Q2 | $13K | Hold |
455
| – | – | ﹤0.01% | 290 |
|
|
2021
Q1 | $11K | Buy |
+455
| New | +$11K | ﹤0.01% | 255 |
|