TFO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-77
| Closed | -$3.3K | – | 1016 |
|
|
2023
Q3 | $3.3K | Hold |
77
| – | – | ﹤0.01% | 187 |
|
|
2023
Q2 | $3.3K | Hold |
77
| – | – | ﹤0.01% | 175 |
|
|
2023
Q1 | $3.37K | Sell |
77
-42
| -35% | -$1.84K | ﹤0.01% | 134 |
|
|
2022
Q4 | $10K | Buy |
119
+42
| +55% | +$3.54K | ﹤0.01% | 115 |
|
|
2022
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 113 |
|
|
2022
Q2 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 270 |
|