KKM Financial’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
2024 Q3	–	Sell	-14,522	Closed	-$315K	–	145
2024 Q2	$315K	Buy	14,522 +2,300	+19%	+$49.9K	0.15%	122
2024 Q1	$289K	Hold	12,222	–	–	0.14%	126
2023 Q4	$268K	Buy	+12,222	New	+$268K	0.17%	107