Tyler-Stone Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
5,883
+16
| +0.3% | +$724 | 0.04% | 291 |
|
|
2025
Q1 | $289K | Buy |
5,867
+39
| +0.7% | +$1.92K | 0.05% | 265 |
|
|
2024
Q4 | $266K | Buy |
5,828
+41
| +0.7% | +$1.87K | 0.05% | 273 |
|
|
2024
Q3 | $268K | Buy |
5,787
+2,915
| +101% | +$135K | 0.05% | 270 |
|
|
2024
Q2 | $138K | Buy |
2,872
+5
| +0.2% | +$240 | 0.06% | 241 |
|
|
2024
Q1 | $142K | Buy |
2,867
+5
| +0.2% | +$247 | 0.06% | 230 |
|
|
2023
Q4 | $126K | Buy |
2,862
+12
| +0.4% | +$529 | 0.06% | 234 |
|
|
2023
Q3 | $135K | Hold |
2,850
| – | – | 0.08% | 206 |
|
|
2023
Q2 | $122K | Buy |
+2,850
| New | +$122K | 0.07% | 225 |
|
|
2022
Q4 | $132K | Buy |
2,838
+16
| +0.6% | +$744 | 0.09% | 197 |
|
|
2022
Q3 | $111K | Hold |
2,822
| – | – | 0.08% | 207 |
|
|
2022
Q2 | $108K | Sell |
2,822
-404
| -13% | -$15.5K | 0.07% | 225 |
|
|
2022
Q1 | $132K | Buy |
+3,226
| New | +$132K | 0.07% | 224 |
|