Atria Investments’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 |
-29,861
| Closed | -$665K | – | 1970 |
|
|
2024
Q2 | $665K | Sell |
29,861
-13,464
| -31% | -$300K | 0.01% | 1158 |
|
|
2024
Q1 | $1.02M | Buy |
+43,325
| New | +$1.02M | 0.01% | 948 |
|
|
2023
Q1 | – | Sell |
-56,448
| Closed | -$1.2M | – | 842 |
|
|
2022
Q4 | $1.2M | Buy |
+56,448
| New | +$1.2M | 0.02% | 694 |
|
|
2022
Q2 | – | Sell |
-66,530
| Closed | -$1.28M | – | 806 |
|
|
2022
Q1 | $1.28M | Buy |
+66,530
| New | +$1.28M | 0.02% | 744 |
|