WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $725K | Sell |
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|
2023
Q2 | $749K | Sell |
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|
2023
Q1 | $836K | Sell |
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|
2022
Q4 | $4.08M | Sell |
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|
2022
Q3 | $4.03M | Sell |
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|
2022
Q2 | $8.8M | Sell |
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|
2022
Q1 | $13.9M | Sell |
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|
2021
Q4 | $10.2M | Sell |
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|
2021
Q3 | $9.75M | Sell |
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|
2021
Q2 | $11.4M | Buy |
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|
2021
Q1 | $8.5M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $318K | Buy |
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