New England Capital Financial 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
2025
Q2
$3.54K Buy
208
+1
+0.5% +$17 ﹤0.01% 325
2025
Q1
$4.04K Buy
207
+1
+0.5% +$20 ﹤0.01% 287
2024
Q4
$4.09K Hold
206
﹤0.01% 283
2024
Q3
$4.13K Buy
206
+1
+0.5% +$20 ﹤0.01% 283
2024
Q2
$4.56K Buy
205
+1
+0.5% +$22 ﹤0.01% 275
2024
Q1
$4.82K Buy
204
+1
+0.5% +$24 ﹤0.01% 269
2023
Q4
$4.45K Buy
203
+1
+0.5% +$22 ﹤0.01% 286
2023
Q3
$4.85K Hold
202
﹤0.01% 268
2023
Q2
$4.06K Hold
202
﹤0.01% 279
2023
Q1
$3.9K Buy
202
+1
+0.5% +$19 ﹤0.01% 312
2022
Q4
$4.5K Buy
+201
New +$4.5K ﹤0.01% 304