Crestwood Advisors Group’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
2019
Q4
Sell
-14,855
Closed -$262K 261
2019
Q3
$262K Buy
14,855
+2,500
+20% +$44.1K 0.01% 214
2019
Q2
$268K Hold
12,355
0.01% 201
2019
Q1
$312K Sell
12,355
-163
-1% -$4.12K 0.02% 136
2018
Q4
$256K Buy
+12,518
New +$256K 0.02% 139