Corient Private Wealth’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Hold |
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|
2025
Q1 | $196K | Sell |
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|
2024
Q4 | $199K | Sell |
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|
2024
Q3 | $587K | Buy |
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|
2024
Q2 | $648K | Buy |
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|
2024
Q1 | $687K | Buy |
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|
2023
Q4 | $636K | Sell |
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|
2023
Q3 | $827K | Hold |
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|
2023
Q2 | $692K | Hold |
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|
2023
Q1 | $664K | Hold |
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|
2022
Q4 | $729K | Buy |
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