OAM
Occidental Asset Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-35,501
| Closed | -$458K | – | 205 |
|
|
2021
Q4 | $458K | Sell |
35,501
-1,362
| -4% | -$17.6K | 0.11% | 148 |
|
|
2021
Q3 | $505K | Hold |
36,863
| – | – | 0.13% | 144 |
|
|
2021
Q2 | $565K | Sell |
36,863
-193
| -0.5% | -$2.96K | 0.15% | 137 |
|
|
2021
Q1 | $497K | Sell |
37,056
-759
| -2% | -$10.2K | 0.15% | 135 |
|
|
2020
Q4 | $425K | Sell |
37,815
-3,589
| -9% | -$40.3K | 0.14% | 130 |
|
|
2020
Q3 | $299K | Sell |
41,404
-769
| -2% | -$5.55K | 0.12% | 119 |
|
|
2020
Q2 | $363K | Sell |
42,173
-2,232
| -5% | -$19.2K | 0.16% | 111 |
|
|
2020
Q1 | $264K | Sell |
44,405
-4,055
| -8% | -$24.1K | 0.13% | 120 |
|
|
2019
Q4 | $985K | Buy |
48,460
+693
| +1% | +$14.1K | 0.4% | 59 |
|
|
2019
Q3 | $841K | Buy |
47,767
+3,857
| +9% | +$67.9K | 0.35% | 64 |
|
|
2019
Q2 | $952K | Sell |
43,910
-1,772
| -4% | -$38.4K | 0.43% | 46 |
|
|
2019
Q1 | $1.15M | Buy |
+45,682
| New | +$1.15M | 0.55% | 36 |
|