BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-19
| Closed | – | – | 978 |
|
|
2020
Q3 | $0 | Sell |
19
-3
| -14% | – | ﹤0.01% | 953 |
|
|
2020
Q2 | $0 | Buy |
22
+2
| +10% | – | ﹤0.01% | 1018 |
|
|
2020
Q1 | $0 | Buy |
20
+2
| +11% | – | ﹤0.01% | 962 |
|
|
2019
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 958 |
|
|
2019
Q3 | $0 | Buy |
18
+5
| +38% | – | ﹤0.01% | 717 |
|
|
2019
Q2 | $0 | Buy |
13
+7
| +117% | – | ﹤0.01% | 750 |
|
|
2019
Q1 | $0 | Buy |
6
+2
| +50% | – | ﹤0.01% | 742 |
|
|
2018
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 708 |
|