Triumph Capital Management’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
2024
Q2
Sell
-13,523
Closed -$672K 258
2024
Q1
$672K Buy
13,523
+248
+2% +$12.3K 0.27% 92
2023
Q4
$586K Buy
+13,275
New +$586K 0.25% 88
2023
Q3
Sell
-21,895
Closed -$938K 234
2023
Q2
$938K Buy
+21,895
New +$938K 0.43% 52