Western Wealth Management’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
2022
Q3
Sell
-6,834
Closed -$260K 830
2022
Q2
$260K Sell
6,834
-2,913
-30% -$111K 0.01% 654
2022
Q1
$398K Buy
9,747
+269
+3% +$11K 0.02% 593
2021
Q4
$286K Buy
+9,478
New +$286K 0.03% 487
2021
Q2
$335K Buy
+11,373
New +$335K 0.03% 461