YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-300
| Closed | -$11K | – | 863 |
|
|
2017
Q4 | $11K | Hold |
300
| – | – | 0.01% | 619 |
|
|
2017
Q3 | $11K | Sell |
300
-660
| -69% | -$24.2K | 0.01% | 622 |
|
|
2017
Q2 | $35K | Hold |
960
| – | – | 0.02% | 419 |
|
|
2017
Q1 | $35K | Hold |
960
| – | – | 0.02% | 414 |
|
|
2016
Q4 | $38K | Buy |
+960
| New | +$38K | 0.02% | 394 |
|