Cottonwood Capital Advisors’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
Q3 | $1M | Sell |
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|
2025
Q2 | $908K | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q3 | $1.72M | Sell |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $722K | Sell |
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|
2021
Q4 | $491K | Buy |
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