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Pinnacle Wealth Planning Services’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-38
Closed – – 1102
2020
Q4 		$0 Buy
+38
New +$353 ﹤0.01% 2278

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Pinnacle Wealth Planning Services's IEZ Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2021, closing a stake of 38 shares.

Pinnacle Wealth Planning Services first reported a position in IEZ in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 73 funds tracked by Wall St. Rank hold IEZ as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 38 iShares US Oil Equipment & Services ETF shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in iShares US Oil Equipment & Services ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's iShares US Oil Equipment & Services ETF position peaked at $0 in Q4 2020.
  • 73 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.