WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.6K | Hold |
101
| – | – | ﹤0.01% | 716 |
|
|
2024
Q3 | $4.68K | Hold |
101
| – | – | ﹤0.01% | 758 |
|
|
2024
Q2 | $4.85K | Hold |
101
| – | – | ﹤0.01% | 722 |
|
|
2024
Q1 | $4.99K | Buy |
+101
| New | +$4.99K | ﹤0.01% | 720 |
|
|
2023
Q4 | – | Sell |
-101
| Closed | -$4.79K | – | 531 |
|
|
2023
Q3 | $4.79K | Hold |
101
| – | – | ﹤0.01% | 682 |
|
|
2023
Q2 | $4.33K | Hold |
101
| – | – | ﹤0.01% | 700 |
|
|
2023
Q1 | $4.42K | Hold |
101
| – | – | ﹤0.01% | 696 |
|
|
2022
Q4 | $4.7K | Hold |
101
| – | – | ﹤0.01% | 330 |
|
|
2022
Q3 | $3.97K | Hold |
101
| – | – | ﹤0.01% | 335 |
|
|
2022
Q2 | $3.85K | Hold |
101
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $4.13K | Buy |
+101
| New | +$4.13K | ﹤0.01% | 371 |
|