J.P. Morgan Private Wealth Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-71,317
| Closed | -$1.38M | – | 1675 |
|
|
2023
Q1 | $1.38M | Sell |
71,317
-833,597
| -92% | -$16.1M | ﹤0.01% | 1026 |
|
|
2022
Q4 | $19.2M | Sell |
904,914
-45,140
| -5% | -$957K | 0.04% | 311 |
|
|
2022
Q3 | $13.7M | Buy |
950,054
+553,315
| +139% | +$7.97M | 0.04% | 341 |
|
|
2022
Q2 | $6.34M | Buy |
+396,739
| New | +$6.34M | 0.02% | 510 |
|
|
2019
Q2 | – | Sell |
-11,600
| Closed | -$293K | – | 1415 |
|
|
2019
Q1 | $293K | Sell |
11,600
-1,450
| -11% | -$36.6K | ﹤0.01% | 1218 |
|
|
2018
Q4 | $266K | Buy |
+13,050
| New | +$266K | ﹤0.01% | 1225 |
|
|
2014
Q4 | – | Sell |
-3,815
| Closed | -$253K | – | 1113 |
|
|
2014
Q3 | $253K | Sell |
3,815
-4,290
| -53% | -$285K | ﹤0.01% | 897 |
|
|
2014
Q2 | $628K | Sell |
8,105
-600
| -7% | -$46.5K | 0.01% | 506 |
|
|
2014
Q1 | $595K | Sell |
8,705
-85
| -1% | -$5.81K | 0.01% | 519 |
|
|
2013
Q4 | $570K | Buy |
8,790
+13
| +0.1% | +$843 | 0.01% | 429 |
|
|
2013
Q3 | $550K | Sell |
8,777
-344
| -4% | -$21.6K | 0.01% | 420 |
|
|
2013
Q2 | $517K | Buy |
+9,121
| New | +$517K | 0.01% | 408 |
|