Executive Wealth Management’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
Q2 | – | Sell |
-9,319
| Closed | -$222K | – | 180 |
|
|
2024
Q1 | $222K | Sell |
9,319
-10,170
| -52% | -$242K | 0.02% | 231 |
|
|
2023
Q4 | $427K | Sell |
19,489
-1,938
| -9% | -$42.5K | 0.04% | 151 |
|
|
2023
Q3 | $515K | Sell |
21,427
-2,099
| -9% | -$50.5K | 0.05% | 139 |
|
|
2023
Q2 | $473K | Sell |
23,526
-2,785
| -11% | -$56K | 0.05% | 135 |
|
|
2023
Q1 | $508K | Sell |
26,311
-1,591
| -6% | -$30.7K | 0.06% | 134 |
|
|
2022
Q4 | $592K | Buy |
27,902
+27,668
| +11,824% | +$587K | 0.07% | 128 |
|
|
2022
Q3 | $234 | Sell |
234
-16,215
| -99% | -$16.2K | 0.03% | 163 |
|
|
2022
Q2 | $262K | Buy |
+16,449
| New | +$262K | 0.04% | 154 |
|
|
2019
Q1 | – | Sell |
-60
| Closed | -$4K | – | 871 |
|
|
2018
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 703 |
|