Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,008
| Closed | -$48K | – | 1340 |
|
|
2015
Q2 | $48K | Buy |
+1,008
| New | +$48K | 0.01% | 446 |
|
|
2015
Q1 | – | Sell |
-617
| Closed | -$31K | – | 1331 |
|
|
2014
Q4 | $31K | Buy |
617
+2
| +0.3% | +$100 | 0.01% | 323 |
|
|
2014
Q3 | $41K | Hold |
615
| – | – | 0.01% | 280 |
|
|
2014
Q2 | $48K | Buy |
615
+3
| +0.5% | +$234 | 0.01% | 277 |
|
|
2014
Q1 | $42K | Hold |
612
| – | – | 0.01% | 297 |
|
|
2013
Q4 | $40K | Buy |
612
+2
| +0.3% | +$131 | 0.01% | 277 |
|
|
2013
Q3 | $39K | Buy |
610
+2
| +0.3% | +$128 | 0.01% | 251 |
|
|
2013
Q2 | $35K | Buy |
+608
| New | +$35K | 0.01% | 273 |
|