WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $22K | Buy |
615
+48
| +8% | +$1.72K | 0.01% | 923 |
|
|
2017
Q1 | $22K | Buy |
567
+91
| +19% | +$3.53K | 0.01% | 862 |
|
|
2016
Q4 | $20K | Buy |
476
+216
| +83% | +$9.08K | ﹤0.01% | 939 |
|
|
2016
Q3 | $10K | Sell |
260
-1
| -0.4% | -$38 | ﹤0.01% | 1122 |
|
|
2016
Q2 | $10K | Buy |
261
+2
| +0.8% | +$77 | ﹤0.01% | 1093 |
|
|
2016
Q1 | $9K | Buy |
259
+101
| +64% | +$3.51K | ﹤0.01% | 1076 |
|
|
2015
Q4 | $5K | Buy |
158
+3
| +2% | +$95 | ﹤0.01% | 1224 |
|
|
2015
Q3 | $5K | Sell |
155
-256
| -62% | -$8.26K | ﹤0.01% | 1257 |
|
|
2015
Q2 | $17K | Buy |
411
+203
| +98% | +$8.4K | ﹤0.01% | 1033 |
|
|
2015
Q1 | $9K | Sell |
208
-1,553
| -88% | -$67.2K | ﹤0.01% | 1230 |
|
|
2014
Q4 | $79K | Buy |
1,761
+51
| +3% | +$2.29K | 0.02% | 715 |
|
|
2014
Q3 | $88K | Sell |
1,710
-423
| -20% | -$21.8K | 0.02% | 710 |
|
|
2014
Q2 | $121K | Sell |
2,133
-307
| -13% | -$17.4K | 0.02% | 591 |
|
|
2014
Q1 | $124K | Sell |
2,440
-109,669
| -98% | -$5.57M | 0.02% | 569 |
|
|
2013
Q4 | $5.66M | Buy |
112,109
+8,784
| +9% | +$443K | 0.81% | 18 |
|
|
2013
Q3 | $4.87M | Buy |
103,325
+24,014
| +30% | +$1.13M | 0.75% | 18 |
|
|
2013
Q2 | $3.53M | Buy |
+79,311
| New | +$3.53M | 0.59% | 29 |
|