WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $22K | Buy |
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|
2017
Q1 | $22K | Buy |
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|
2016
Q4 | $20K | Buy |
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|
2016
Q3 | $10K | Sell |
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|
2016
Q2 | $10K | Buy |
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|
2016
Q1 | $9K | Buy |
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|
2015
Q4 | $5K | Buy |
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|
2015
Q3 | $5K | Sell |
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|
2015
Q2 | $17K | Buy |
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|
2015
Q1 | $9K | Sell |
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|
2014
Q4 | $79K | Buy |
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|
2014
Q3 | $88K | Sell |
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|
2014
Q2 | $121K | Sell |
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|
2014
Q1 | $124K | Sell |
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|
2013
Q4 | $5.66M | Buy |
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|
2013
Q3 | $4.87M | Buy |
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|
2013
Q2 | $3.53M | Buy |
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