Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.93M | Buy |
+143,292
| New | +$2.93M | 0.96% | 34 |
|
|
2015
Q3 | – | Sell |
-29,625
| Closed | -$1.42M | – | 120 |
|
|
2015
Q2 | $1.42M | Hold |
29,625
| – | – | 0.35% | 67 |
|
|
2015
Q1 | $1.39M | Sell |
29,625
-1,700
| -5% | -$79.9K | 0.35% | 66 |
|
|
2014
Q4 | $1.57M | Hold |
31,325
| – | – | 0.43% | 66 |
|
|
2014
Q3 | $2.08M | Sell |
31,325
-450
| -1% | -$29.9K | 0.6% | 56 |
|
|
2014
Q2 | $2.46M | Sell |
31,775
-1,250
| -4% | -$96.9K | 0.75% | 49 |
|
|
2014
Q1 | $2.26M | Sell |
33,025
-325
| -1% | -$22.2K | 0.73% | 52 |
|
|
2013
Q4 | $2.16M | Sell |
33,350
-700
| -2% | -$45.4K | 0.71% | 45 |
|
|
2013
Q3 | $2.13M | Hold |
34,050
| – | – | 0.85% | 40 |
|
|
2013
Q2 | $1.93M | Buy |
+34,050
| New | +$1.93M | 0.87% | 37 |
|