Patriot Wealth Management’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
2018
Q4
Sell
-303,555
Closed -$10.8M 83
2018
Q3
$10.8M Buy
303,555
+7,386
+2% +$264K 1.37% 19
2018
Q2
$10.8M Buy
296,169
+7,591
+3% +$277K 1.48% 18
2018
Q1
$9.36M Buy
+288,578
New +$9.36M 1.33% 21