Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03K | Sell |
89
-6
| -6% | -$271 | ﹤0.01% | 1169 |
|
|
2025
Q1 | $4.68K | Hold |
95
| – | – | ﹤0.01% | 786 |
|
|
2024
Q4 | $4.33K | Hold |
95
| – | – | ﹤0.01% | 793 |
|
|
2024
Q3 | $4.4K | Hold |
95
| – | – | ﹤0.01% | 799 |
|
|
2024
Q2 | $4.56K | Hold |
95
| – | – | ﹤0.01% | 775 |
|
|
2024
Q1 | $4.69K | Hold |
95
| – | – | ﹤0.01% | 735 |
|
|
2023
Q4 | $4.19K | Hold |
95
| – | – | ﹤0.01% | 714 |
|
|
2023
Q3 | $4.51K | Hold |
95
| – | – | ﹤0.01% | 699 |
|
|
2023
Q2 | $4.07K | Hold |
95
| – | – | ﹤0.01% | 722 |
|
|
2023
Q1 | $4.16K | Hold |
95
| – | – | ﹤0.01% | 716 |
|
|
2022
Q4 | $4 | Hold |
95
| – | – | ﹤0.01% | 718 |
|
|
2022
Q3 | $3 | Hold |
95
| – | – | ﹤0.01% | 739 |
|
|
2022
Q2 | $3 | Hold |
95
| – | – | ﹤0.01% | 733 |
|
|
2022
Q1 | $3 | Hold |
95
| – | – | ﹤0.01% | 722 |
|
|
2021
Q4 | $2 | Hold |
95
| – | – | ﹤0.01% | 737 |
|
|
2021
Q3 | $2 | Hold |
95
| – | – | ﹤0.01% | 718 |
|
|
2021
Q2 | $2 | Hold |
95
| – | – | ﹤0.01% | 706 |
|
|
2021
Q1 | $2 | Hold |
95
| – | – | ﹤0.01% | 683 |
|
|
2020
Q4 | $1 | Hold |
95
| – | – | ﹤0.01% | 627 |
|
|
2020
Q3 | $1 | Hold |
95
| – | – | ﹤0.01% | 638 |
|
|
2020
Q2 | $1 | Sell |
95
-75
| -44% | -$1 | ﹤0.01% | 625 |
|
|
2020
Q1 | $2 | Buy |
+170
| New | +$2 | ﹤0.01% | 596 |
|
|
2019
Q2 | $12 | Buy |
+350
| New | +$12 | ﹤0.01% | 449 |
|
|
2018
Q4 | $10.9K | Buy |
+350
| New | +$10.9K | ﹤0.01% | 454 |
|
|
2018
Q3 | – | Sell |
-450
| Closed | -$18.6K | – | 784 |
|
|
2018
Q2 | $18.6K | Hold |
450
| – | – | 0.01% | 421 |
|
|
2018
Q1 | $16.3K | Hold |
450
| – | – | 0.01% | 426 |
|
|
2017
Q4 | $18.6K | Hold |
450
| – | – | 0.01% | 421 |
|
|
2017
Q3 | $16.8K | Hold |
450
| – | – | 0.01% | 426 |
|
|
2017
Q2 | $15.8K | Buy |
450
+125
| +38% | +$4.39K | 0.01% | 426 |
|
|
2017
Q1 | $12.5K | Buy |
+325
| New | +$12.5K | 0.01% | 440 |
|