Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $10.4K | Hold |
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|
2017
Q4 | $11.1K | Sell |
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|
2017
Q3 | $15.3K | Sell |
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|
2017
Q2 | $56.5K | Sell |
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|
2017
Q1 | $87.3K | Sell |
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|
2016
Q4 | $351K | Buy |
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|
2016
Q3 | $315K | Sell |
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|
2016
Q2 | $326K | Sell |
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|
2016
Q1 | $303K | Sell |
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|
2015
Q4 | $323K | Sell |
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|
2015
Q3 | $420K | Sell |
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|
2015
Q2 | $1.17M | Buy |
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|
2015
Q1 | $555K | Sell |
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|
2014
Q4 | $630K | Sell |
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|
2014
Q3 | $1.66M | Buy |
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|
2014
Q2 | $1.8M | Sell |
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|
2014
Q1 | $2.25M | Buy |
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|
2013
Q4 | $1.74M | Buy |
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