EverSource Wealth Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43K | Sell |
320
-550
| -63% | -$9.33K | ﹤0.01% | 3121 |
|
|
2025
Q1 | $17K | Hold |
870
| – | – | ﹤0.01% | 1786 |
|
|
2024
Q4 | $17.2K | Buy |
+870
| New | +$17.2K | ﹤0.01% | 1708 |
|
|
2023
Q4 | – | Sell |
-250
| Closed | -$6.01K | – | 2691 |
|
|
2023
Q3 | $6.01K | Hold |
250
| – | – | ﹤0.01% | 1631 |
|
|
2023
Q2 | $5.03K | Hold |
250
| – | – | ﹤0.01% | 1729 |
|
|
2023
Q1 | $4.83K | Buy |
+250
| New | +$4.83K | ﹤0.01% | 1653 |
|