Venture Visionary 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
-4,817
Closed -$228K 525
2023
Q3
$228K Sell
4,817
-470
-9% -$22.3K 0.01% 446
2023
Q2
$226K Sell
5,287
-4,761
-47% -$204K 0.01% 457
2023
Q1
$440K Buy
+10,048
New +$440K 0.03% 347