Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
+8,836
| New | +$150K | ﹤0.01% | 1227 |
|
|
2024
Q4 | $233K | Sell |
11,776
-439
| -4% | -$8.7K | 0.01% | 889 |
|
|
2024
Q3 | $245K | Sell |
12,215
-1,374
| -10% | -$27.6K | 0.01% | 843 |
|
|
2024
Q2 | $303K | Buy |
13,589
+33
| +0.2% | +$735 | 0.01% | 739 |
|
|
2024
Q1 | $321K | Sell |
13,556
-176
| -1% | -$4.16K | 0.01% | 637 |
|
|
2023
Q4 | $276K | Buy |
13,732
+10,885
| +382% | +$219K | 0.01% | 638 |
|
|
2023
Q3 | $64.1K | Buy |
2,847
+314
| +12% | +$7.07K | ﹤0.01% | 1148 |
|
|
2023
Q2 | $51K | Buy |
2,533
+2,343
| +1,233% | +$47.1K | ﹤0.01% | 1267 |
|
|
2023
Q1 | $3.36K | Buy |
190
+1
| +0.5% | +$18 | ﹤0.01% | 2307 |
|
|
2022
Q4 | $4.01K | Buy |
189
+187
| +9,350% | +$3.97K | ﹤0.01% | 2097 |
|
|
2022
Q3 | $0 | Sell |
2
-3,451
| -100% | – | ﹤0.01% | 2829 |
|
|
2022
Q2 | $55K | Buy |
3,453
+258
| +8% | +$4.11K | ﹤0.01% | 956 |
|
|
2022
Q1 | $62K | Buy |
+3,195
| New | +$62K | ﹤0.01% | 909 |
|
|
2020
Q3 | – | Sell |
-11,757
| Closed | -$101K | – | 1668 |
|
|
2020
Q2 | $101K | Sell |
11,757
-1,596
| -12% | -$13.7K | 0.02% | 488 |
|
|
2020
Q1 | $79K | Buy |
13,353
+2,819
| +27% | +$16.7K | 0.01% | 475 |
|
|
2019
Q4 | $214K | Buy |
10,534
+306
| +3% | +$6.22K | 0.03% | 359 |
|
|
2019
Q3 | $180K | Buy |
+10,228
| New | +$180K | 0.03% | 380 |
|
|
2017
Q4 | – | Sell |
-281
| Closed | -$10K | – | 1444 |
|
|
2017
Q3 | $10K | Buy |
+281
| New | +$10K | ﹤0.01% | 832 |
|