Atria Wealth Solutions’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
Q1 | – | Sell |
-74,808
| Closed | -$1.64M | – | 1995 |
|
|
2023
Q4 | $1.64M | Sell |
74,808
-166
| -0.2% | -$3.64K | 0.02% | 665 |
|
|
2023
Q3 | $1.81M | Sell |
74,974
-58,752
| -44% | -$1.42M | 0.03% | 593 |
|
|
2023
Q2 | $2.69M | Sell |
133,726
-2,051
| -2% | -$41.3K | 0.04% | 473 |
|
|
2023
Q1 | $2.62M | Buy |
135,777
+38,586
| +40% | +$745K | 0.04% | 449 |
|
|
2022
Q4 | $2.06M | Buy |
97,191
+42,540
| +78% | +$902K | 0.03% | 504 |
|
|
2022
Q3 | $787K | Buy |
+54,651
| New | +$787K | 0.01% | 809 |
|