Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,053
| Closed | -$44K | – | 1241 |
|
|
2018
Q3 | $44K | Sell |
1,053
-644
| -38% | -$26.9K | 0.01% | 500 |
|
|
2018
Q2 | $71K | Hold |
1,697
| – | – | 0.01% | 396 |
|
|
2018
Q1 | $63K | Sell |
1,697
-1,552
| -48% | -$57.6K | 0.01% | 360 |
|
|
2017
Q4 | $129K | Buy |
3,249
+448
| +16% | +$17.8K | 0.03% | 226 |
|
|
2017
Q3 | $105K | Buy |
+2,801
| New | +$105K | 0.03% | 206 |
|