WMWM
Whitaker-Myers Wealth Managers’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,249
| Closed | -$1.11M | – | 103 |
|
|
2023
Q4 | $1.11M | Sell |
25,249
-1,365
| -5% | -$60.2K | 0.55% | 31 |
|
|
2023
Q3 | $1.26M | Buy |
26,614
+4,895
| +23% | +$232K | 0.78% | 25 |
|
|
2023
Q2 | $930K | Sell |
21,719
-128
| -0.6% | -$5.48K | 0.62% | 33 |
|
|
2023
Q1 | $956K | Buy |
21,847
+4,931
| +29% | +$216K | 0.74% | 32 |
|
|
2022
Q4 | $786K | Buy |
+16,916
| New | +$786K | 0.75% | 31 |
|