LWANC
Laurel Wealth Advisors (North Carolina)’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-500
| Closed | -$4K | – | 600 |
|
|
2020
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 438 |
|
|
2020
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 433 |
|
|
2020
Q1 | $3K | Sell |
500
-900
| -64% | -$5.4K | ﹤0.01% | 443 |
|
|
2019
Q4 | $28K | Hold |
1,400
| – | – | 0.01% | 295 |
|
|
2019
Q3 | $25K | Sell |
1,400
-1,900
| -58% | -$33.9K | 0.01% | 299 |
|
|
2019
Q2 | $72K | Sell |
3,300
-2,500
| -43% | -$54.5K | 0.03% | 208 |
|
|
2019
Q1 | $147K | Hold |
5,800
| – | – | 0.05% | 151 |
|
|
2018
Q4 | $118K | Buy |
+5,800
| New | +$118K | 0.05% | 152 |
|