IFP Advisors’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
Q1 | – | Sell |
-31
| Closed | -$1K | – | 3886 |
|
|
2022
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 4371 |
|
|
2022
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 4579 |
|
|
2022
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 4353 |
|
|
2022
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 4353 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$8K | – | 3925 |
|
|
2021
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 2285 |
|
|
2021
Q1 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 2266 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3443 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3320 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3182 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3157 |
|
|
2019
Q4 | – | Sell |
-174
| Closed | -$4K | – | 3201 |
|
|
2019
Q3 | $4K | Buy |
+174
| New | +$4K | ﹤0.01% | 2425 |
|
|
2019
Q1 | $6K | Hold |
243
| – | – | ﹤0.01% | 1790 |
|
|
2018
Q4 | $5K | Hold |
243
| – | – | ﹤0.01% | 2797 |
|
|
2018
Q3 | $9K | Hold |
243
| – | – | ﹤0.01% | 2870 |
|
|
2018
Q2 | $9K | Sell |
243
-246
| -50% | -$9.11K | ﹤0.01% | 2917 |
|
|
2018
Q1 | $18K | Hold |
489
| – | – | ﹤0.01% | 2442 |
|
|
2017
Q4 | $18K | Sell |
489
-1,141
| -70% | -$42K | ﹤0.01% | 2440 |
|
|
2017
Q3 | $58K | Sell |
1,630
-109
| -6% | -$3.88K | ﹤0.01% | 1886 |
|
|
2017
Q2 | $59K | Sell |
1,739
-290
| -14% | -$9.84K | ﹤0.01% | 1835 |
|
|
2017
Q1 | $85K | Sell |
2,029
-600
| -23% | -$25.1K | ﹤0.01% | 1584 |
|
|
2016
Q4 | $119K | Sell |
2,629
-410
| -13% | -$18.6K | 0.01% | 1341 |
|
|
2016
Q3 | $120K | Sell |
3,039
-381
| -11% | -$15K | 0.01% | 1267 |
|
|
2016
Q2 | $132K | Buy |
3,420
+3,177
| +1,307% | +$123K | 0.01% | 1181 |
|
|
2016
Q1 | $6K | Sell |
243
-2,102
| -90% | -$51.9K | ﹤0.01% | 1790 |
|
|
2015
Q4 | $84K | Buy |
+2,345
| New | +$84K | 0.01% | 1271 |
|