Wetzel Investment Advisors’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
2024
Q3
Sell
-224
Closed -$11.1K 511
2024
Q2
$11.1K Hold
224
0.01% 441
2024
Q1
$11K Hold
224
0.01% 510
2023
Q4
$10K Buy
+224
New +$10K 0.01% 518