Apeiron RIA’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,496
| Closed | -$234K | – | 209 |
|
|
2024
Q2 | $234K | Buy |
10,496
+1,155
| +12% | +$25.7K | 0.07% | 187 |
|
|
2024
Q1 | $221K | Hold |
9,341
| – | – | 0.06% | 198 |
|
|
2023
Q4 | $205K | Sell |
9,341
-615
| -6% | -$13.5K | 0.06% | 196 |
|
|
2023
Q3 | $239K | Hold |
9,956
| – | – | 0.08% | 174 |
|
|
2023
Q2 | $200K | Sell |
9,956
-15,350
| -61% | -$309K | 0.07% | 186 |
|
|
2023
Q1 | $489K | Buy |
+25,306
| New | +$489K | 0.17% | 96 |
|