Kingsview Wealth Management’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 | – | Sell |
-11,456
| Closed | -$223K | – | 1197 |
|
|
2025
Q1 | $223K | Sell |
11,456
-7,975
| -41% | -$156K | ﹤0.01% | 999 |
|
|
2024
Q4 | $385K | Sell |
19,431
-6,967
| -26% | -$138K | 0.01% | 818 |
|
|
2024
Q3 | $530K | Sell |
26,398
-1,696
| -6% | -$34.1K | 0.01% | 695 |
|
|
2024
Q2 | $626K | Sell |
28,094
-5,252
| -16% | -$117K | 0.01% | 622 |
|
|
2024
Q1 | $789K | Sell |
33,346
-12,317
| -27% | -$291K | 0.02% | 562 |
|
|
2023
Q4 | $1M | Sell |
45,663
-56,531
| -55% | -$1.24M | 0.03% | 472 |
|
|
2023
Q3 | $2.46M | Sell |
102,194
-2,033
| -2% | -$48.9K | 0.09% | 236 |
|
|
2023
Q2 | $2.1M | Buy |
104,227
+32,969
| +46% | +$663K | 0.08% | 245 |
|
|
2023
Q1 | $1.38M | Buy |
+71,258
| New | +$1.38M | 0.06% | 315 |
|