Watershed Private Wealth’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	–	Sell	-6,580	Closed	-$324K	–	110
2025 Q1	$324K	Sell	6,580 -127	-2%	-$6.26K	0.13%	90
2024 Q4	$306K	Buy	+6,707	New	+$306K	0.12%	90