Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-147
| Closed | -$3K | – | 2249 |
|
|
2019
Q4 | $3K | Buy |
147
+25
| +20% | +$510 | ﹤0.01% | 2083 |
|
|
2019
Q3 | $2K | Hold |
122
| – | – | ﹤0.01% | 2112 |
|
|
2019
Q2 | $3K | Hold |
122
| – | – | ﹤0.01% | 2017 |
|
|
2019
Q1 | $3K | Hold |
122
| – | – | ﹤0.01% | 1375 |
|
|
2018
Q4 | $2K | Sell |
122
-250
| -67% | -$4.1K | ﹤0.01% | 1741 |
|
|
2018
Q3 | $13K | Buy |
+372
| New | +$13K | 0.01% | 917 |
|
|
2017
Q4 | – | Sell |
-1,276
| Closed | -$43K | – | 776 |
|
|
2017
Q3 | $43K | Buy |
1,276
+56
| +5% | +$1.89K | 0.01% | 737 |
|
|
2017
Q2 | $41K | Sell |
1,220
-151
| -11% | -$5.08K | 0.01% | 841 |
|
|
2017
Q1 | $52K | Sell |
1,371
-792
| -37% | -$30K | 0.01% | 711 |
|
|
2016
Q4 | $98K | Sell |
2,163
-347
| -14% | -$15.7K | 0.02% | 691 |
|
|
2016
Q3 | $99K | Buy |
2,510
+991
| +65% | +$39.1K | 0.02% | 671 |
|
|
2016
Q2 | $58K | Sell |
1,519
-147
| -9% | -$5.61K | 0.02% | 610 |
|
|
2016
Q1 | $59K | Sell |
1,666
-300
| -15% | -$10.6K | 0.02% | 571 |
|
|
2015
Q4 | $70K | Sell |
1,966
-150
| -7% | -$5.34K | 0.03% | 533 |
|
|
2015
Q3 | $76K | Buy |
2,116
+1,600
| +310% | +$57.5K | 0.03% | 514 |
|
|
2015
Q2 | $24K | Buy |
516
+250
| +94% | +$11.6K | 0.01% | 930 |
|
|
2015
Q1 | $12K | Hold |
266
| – | – | ﹤0.01% | 1174 |
|
|
2014
Q4 | $13K | Sell |
266
-100
| -27% | -$4.89K | ﹤0.01% | 1145 |
|
|
2014
Q3 | $24K | Buy |
+366
| New | +$24K | ﹤0.01% | 1305 |
|