US Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-301
| Closed | -$10K | – | 216 |
|
|
2016
Q1 | $10K | Sell |
301
-1,594
| -84% | -$53K | 0.02% | 212 |
|
|
2015
Q4 | $64K | Hold |
1,895
| – | – | 0.06% | 122 |
|
|
2015
Q3 | $65K | Hold |
1,895
| – | – | 0.11% | 92 |
|
|
2015
Q2 | $80K | Hold |
1,895
| – | – | 0.08% | 79 |
|
|
2015
Q1 | $83K | Sell |
1,895
-1,152
| -38% | -$50.5K | 0.08% | 78 |
|
|
2014
Q4 | $137K | Buy |
+3,047
| New | +$137K | 0.12% | 61 |
|