MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-66,473
| Closed | -$1.58M | – | 112 |
|
|
2024
Q1 | $1.58M | Sell |
66,473
-291,100
| -81% | -$6.92M | 0.4% | 48 |
|
|
2023
Q4 | $7.84M | Sell |
357,573
-22,382
| -6% | -$491K | 2.26% | 14 |
|
|
2023
Q3 | $9.13M | Buy |
+379,955
| New | +$9.13M | 3.03% | 9 |
|
|
2023
Q1 | – | Sell |
-79,253
| Closed | -$1.68M | – | 337 |
|
|
2022
Q4 | $1.68M | Buy |
+79,253
| New | +$1.68M | 0.61% | 37 |
|
|
2022
Q2 | – | Sell |
-109,289
| Closed | -$2.11M | – | 86 |
|
|
2022
Q1 | $2.11M | Buy |
+109,289
| New | +$2.11M | 0.67% | 36 |
|
|
2021
Q2 | – | Sell |
-336,984
| Closed | -$4.52M | – | 82 |
|
|
2021
Q1 | $4.52M | Buy |
+336,984
| New | +$4.52M | 1.69% | 21 |
|
|
2020
Q3 | – | Sell |
-403,926
| Closed | -$3.48M | – | 68 |
|
|
2020
Q2 | $3.48M | Buy |
+403,926
| New | +$3.48M | 1.92% | 17 |
|