Colony Family Offices’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
-14,732
Closed -$328K 66
2024
Q2
$328K Hold
14,732
0.11% 50
2024
Q1
$348K Hold
14,732
0.11% 52
2023
Q4
$323K Buy
+14,732
New +$323K 0.11% 55