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Newbridge Financial Services Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Newbridge Financial Services Group’s Portfolio IEZ Stock Details IEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-240
Closed -$5.26K – 1231
2023
Q4 		$5.26K Hold
240
– – ﹤0.01% 852
2023
Q3 		$5.77K Buy
+240
New +$5.67K ﹤0.01% 926

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PFS
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Newbridge Financial Services Group's IEZ Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2024, closing a stake of 240 shares — an estimated $5.26K sold.

Newbridge Financial Services Group first reported a position in IEZ in Q3 2023 and held it in 2 quarters. The position peaked at $5.77K in Q3 2023. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 240 iShares US Oil Equipment & Services ETF shares in Q1 2024, an estimated $5.26K.
  • Newbridge Financial Services Group first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and held it in 2 quarters.
  • Newbridge Financial Services Group's iShares US Oil Equipment & Services ETF position peaked at $5.77K in Q3 2023.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.