WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.9K | Hold |
1,567
| – | – | 0.01% | 407 |
|
|
2025
Q1 | $77.3K | Buy |
1,567
+990
| +172% | +$48.8K | 0.01% | 390 |
|
|
2024
Q4 | $26.3K | Sell |
577
-1,000
| -63% | -$45.6K | ﹤0.01% | 407 |
|
|
2024
Q3 | $73.1K | Buy |
1,577
+1,000
| +173% | +$46.3K | 0.01% | 371 |
|
|
2024
Q2 | $27.7K | Sell |
577
-75
| -12% | -$3.6K | ﹤0.01% | 386 |
|
|
2024
Q1 | $32.2K | Sell |
652
-2,099
| -76% | -$104K | 0.01% | 375 |
|
|
2023
Q4 | $121K | Sell |
2,751
-1,712
| -38% | -$75.5K | 0.02% | 307 |
|
|
2023
Q3 | $213K | Sell |
4,463
-272
| -6% | -$13K | 0.03% | 284 |
|
|
2023
Q2 | $203K | Sell |
4,735
-3,140
| -40% | -$135K | 0.03% | 291 |
|
|
2023
Q1 | $345K | Sell |
7,875
-13,170
| -63% | -$576K | 0.06% | 233 |
|
|
2022
Q4 | $978K | Sell |
21,045
-1,753
| -8% | -$81.5K | 0.19% | 133 |
|
|
2022
Q3 | $896K | Sell |
22,798
-12,655
| -36% | -$497K | 0.18% | 138 |
|
|
2022
Q2 | $1.35M | Sell |
35,453
-24,148
| -41% | -$920K | 0.27% | 92 |
|
|
2022
Q1 | $2.44M | Sell |
59,601
-1,273
| -2% | -$52.1K | 0.39% | 63 |
|
|
2021
Q4 | $1.83M | Buy |
60,874
+3,651
| +6% | +$110K | 0.31% | 71 |
|
|
2021
Q3 | $1.62M | Sell |
57,223
-53,564
| -48% | -$1.51M | 0.43% | 58 |
|
|
2021
Q2 | $3.22M | Buy |
110,787
+15,339
| +16% | +$446K | 0.51% | 49 |
|
|
2021
Q1 | $2.5M | Buy |
+95,448
| New | +$2.5M | 0.45% | 62 |
|