Great Diamond 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
2023 Q2	–	Sell	-16,205	Closed	-$313K	–	224
2023 Q1	$313K	Buy	16,205 +2,832	+21%	+$54.7K	0.09%	164
2022 Q4	$284K	Buy	+13,373	New	+$284K	0.09%	167
2022 Q3	–	Sell	-13,592	Closed	-$217K	–	205
2022 Q2	$217K	Buy	+13,592	New	+$217K	0.07%	198