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Fortem Financial Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Fortem Financial Group’s Portfolio IEZ Stock Details IEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-50
Closed -$1K – 291
2020
Q4 		$1K Buy
+50
New +$464 ﹤0.01% 456

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Fortem Financial Group's IEZ Position: Q1 2021 in Review

Fortem Financial Group sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2021, closing a stake of 50 shares — an estimated $1K sold.

Fortem Financial Group first reported a position in IEZ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 73 funds tracked by Wall St. Rank hold IEZ as of Q1 2021.

  • Fortem Financial Group reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 50 iShares US Oil Equipment & Services ETF shares in Q1 2021, an estimated $1K.
  • Fortem Financial Group first reported a position in iShares US Oil Equipment & Services ETF in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's iShares US Oil Equipment & Services ETF position peaked at $1K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.