Milestone Advisory Partners’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
Q3 | $449K | Buy |
18,677
+2,087
| +13% | +$50.2K | 0.37% | 40 |
|
|
2023
Q2 | $334K | Sell |
16,590
-3,878
| -19% | -$78K | 0.3% | 48 |
|
|
2023
Q1 | $395K | Sell |
20,468
-7,733
| -27% | -$149K | 0.36% | 43 |
|
|
2022
Q4 | $598K | Hold |
28,201
| – | – | 0.44% | 32 |
|
|
2022
Q3 | $406K | Sell |
28,201
-82,351
| -74% | -$1.19M | 0.3% | 44 |
|
|
2022
Q2 | $1.76M | Sell |
110,552
-19,923
| -15% | -$318K | 1.43% | 17 |
|
|
2022
Q1 | $2.52M | Buy |
+130,475
| New | +$2.52M | 1.36% | 22 |
|