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CFM Wealth Partners’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

CFM Wealth Partners’s Portfolio IEZ Stock Details IEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-57
Closed – – 300
2020
Q2 		$0 Buy
+57
New +$458 ﹤0.01% 528
2020
Q1 		– Sell
-57
Closed -$1K – 560
2019
Q4 		$1K Buy
+57
New +$1.03K ﹤0.01% 481

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IFG
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FBA
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RJFSA
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Royal Bank of Canada
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CFM Wealth Partners's IEZ Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2020, closing a stake of 57 shares.

CFM Wealth Partners first reported a position in IEZ in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 37 funds tracked by Wall St. Rank hold IEZ as of Q3 2020.

  • CFM Wealth Partners reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 57 iShares US Oil Equipment & Services ETF shares in Q3 2020.
  • CFM Wealth Partners first reported a position in iShares US Oil Equipment & Services ETF in Q4 2019 and held it in 2 quarters.
  • CFM Wealth Partners's iShares US Oil Equipment & Services ETF position peaked at $1K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.