OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-210
| Closed | -$5K | – | 800 |
|
|
2019
Q2 | $5K | Hold |
210
| – | – | ﹤0.01% | 1033 |
|
|
2019
Q1 | $5K | Hold |
210
| – | – | ﹤0.01% | 986 |
|
|
2018
Q4 | $4K | Hold |
210
| – | – | ﹤0.01% | 974 |
|
|
2018
Q3 | $7K | Hold |
210
| – | – | ﹤0.01% | 886 |
|
|
2018
Q2 | $8K | Hold |
210
| – | – | ﹤0.01% | 1092 |
|
|
2018
Q1 | $7K | Hold |
210
| – | – | ﹤0.01% | 1104 |
|
|
2017
Q4 | $8K | Hold |
210
| – | – | ﹤0.01% | 1015 |
|
|
2017
Q3 | $7K | Hold |
210
| – | – | ﹤0.01% | 854 |
|
|
2017
Q2 | $7K | Buy |
+210
| New | +$7K | ﹤0.01% | 1005 |
|