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Wealth Management Solutions’s iShares US Energy ETF IYE Stock Holding History

Wealth Management Solutions’s Portfolio IYE Stock Details IYE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-16,607
Closed -$680K – 103
2022
Q1 		$680K Sell
16,607
-54,186
-77% -$2.22M 0.35% 44
2021
Q4 		$2.13M Buy
+70,793
New +$2.13M 1.1% 22