Windward Private Wealth Management Inc. IYE Holdings History
Windward Private Wealth Management Inc.'s iShares U.S. Energy ETF Holding Summary
As of 2025-03-31, Windward Private Wealth Management Inc. held - shares of iShares U.S. Energy ETF(IYE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0% of the outstanding iShares U.S. Energy ETF(IYE) stock.
The initial trade took place in 2020Q4. In addition, there have been 13 sales at an average price of $38.66 for 15,213.00 shares. Based on historical transaction data and IYE's current price of $47.30, Windward Private Wealth Management Inc.'s estimated gain on his IYE holdings is $311,354.91, reflecting a 112.51% gain to date.
Windward Private Wealth Management Inc. IYE ($47.30) Holding Chart
Windward Private Wealth Management Inc. IYE ($47.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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