Woodley Farra Manion Portfolio Management’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
2020
Q3
Sell
-94
Closed -$2K 246
2020
Q2
$2K Hold
94
﹤0.01% 366
2020
Q1
$1K Buy
94
+16
+21% +$170 ﹤0.01% 397
2019
Q4
$3K Buy
+78
New +$3K ﹤0.01% 346