WealthShield Partners’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $73.8K | Sell |
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|
2025
Q2 | $70.9K | Hold |
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|
2025
Q1 | $77.3K | Buy |
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|
2024
Q4 | $26.3K | Sell |
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|
2024
Q3 | $73.1K | Buy |
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|
2024
Q2 | $27.7K | Sell |
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|
2024
Q1 | $32.2K | Sell |
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|
2023
Q4 | $121K | Sell |
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|
2023
Q3 | $213K | Sell |
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|
2023
Q2 | $203K | Sell |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $978K | Sell |
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|
2022
Q3 | $896K | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.62M | Sell |
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|
2021
Q2 | $3.22M | Buy |
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|
2021
Q1 | $2.5M | Buy |
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