WealthPLAN 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
Q3 | – | Sell |
-6
| Closed | -$257 | – | 726 |
|
|
2023
Q2 | $257 | Sell |
6
-980
| -99% | -$42K | ﹤0.01% | 1206 |
|
|
2023
Q1 | $43.1K | Buy |
+986
| New | +$43.1K | ﹤0.01% | 586 |
|
|
2015
Q4 | $2.1K | Buy |
+186
| New | +$2.1K | ﹤0.01% | 1474 |
|
|
2015
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 366 |
|
|
2015
Q1 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 464 |
|