TRUADVICE’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-16,772
| Closed | -$679K | – | 148 |
|
2022
Q1 | $679K | Buy |
16,772
+1,414
| +9% | +$57.2K | 0.38% | 52 |
|
2021
Q4 | $555K | Sell |
15,358
-2,390
| -13% | -$86.4K | 0.52% | 50 |
|
2021
Q3 | $573K | Sell |
17,748
-20,109
| -53% | -$649K | 0.52% | 49 |
|
2021
Q2 | $1.01M | Buy |
37,857
+5,751
| +18% | +$153K | 0.22% | 104 |
|
2021
Q1 | $873K | Buy |
+32,106
| New | +$873K | 0.26% | 84 |
|