Muirfield Wealth Advisors’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
-40,216
Closed -$951K 61
2024
Q1
$951K Buy
40,216
+9,773
+32% +$231K 0.92% 28
2023
Q4
$667K Buy
+30,443
New +$667K 0.71% 35