Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Hold |
468
| – | – | ﹤0.01% | 4393 |
|
|
2025
Q1 | $9K | Buy |
+468
| New | +$9K | ﹤0.01% | 4155 |
|
|
2024
Q4 | – | Sell |
-500
| Closed | -$10K | – | 5014 |
|
|
2024
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 3784 |
|
|
2024
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 3487 |
|
|
2024
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 3228 |
|
|
2023
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 3133 |
|
|
2023
Q3 | $12K | Sell |
500
-460
| -48% | -$11K | ﹤0.01% | 3040 |
|
|
2023
Q2 | $19K | Sell |
960
-100
| -9% | -$1.98K | ﹤0.01% | 2669 |
|
|
2023
Q1 | $20K | Hold |
1,060
| – | – | ﹤0.01% | 2510 |
|
|
2022
Q4 | $22K | Sell |
1,060
-640
| -38% | -$13.3K | ﹤0.01% | 2292 |
|
|
2022
Q3 | $24K | Buy |
1,700
+1,100
| +183% | +$15.5K | ﹤0.01% | 2111 |
|
|
2022
Q2 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 2580 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$1K | – | 3057 |
|
|
2018
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 1904 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1524 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1378 |
|
|
2018
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1175 |
|
|
2017
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 1272 |
|
|
2017
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1286 |
|
|
2017
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1008 |
|
|
2017
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 986 |
|
|
2016
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 984 |
|
|
2016
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 917 |
|
|
2016
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 711 |
|
|
2016
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 681 |
|
|
2015
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 597 |
|
|
2015
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 576 |
|