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Waldron Private Wealth’s iShares US Energy ETF IYE Stock Holding History

Waldron Private Wealth’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-23,250
Closed -$371K – 300
2020
Q3 		$371K Buy
+23,250
New +$371K 0.03% 193