World Equity Group’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
2022
Q4
Sell
-6,225
Closed -$245K 335
2022
Q3
$245K Sell
6,225
-13,517
-68% -$531K 0.06% 274
2022
Q2
$753K Buy
19,742
+1,606
+9% +$61.2K 0.19% 135
2022
Q1
$742K Buy
+18,136
New +$742K 0.16% 156