SeaCrest 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-81,462
| Closed | -$1.59M | – | 656 |
|
2025
Q1 | $1.59M | Buy |
81,462
+64,633
| +384% | +$1.26M | 0.18% | 104 |
|
2024
Q4 | $333K | Sell |
16,829
-250
| -1% | -$4.95K | 0.04% | 457 |
|
2024
Q3 | $343K | Buy |
17,079
+16
| +0.1% | +$321 | 0.04% | 451 |
|
2024
Q2 | $380K | Buy |
17,063
+11
| +0.1% | +$245 | 0.04% | 390 |
|
2024
Q1 | $403K | Sell |
17,052
-2,233
| -12% | -$52.8K | 0.05% | 361 |
|
2023
Q4 | $417K | Sell |
19,285
-5,819
| -23% | -$126K | 0.05% | 356 |
|
2023
Q3 | $604K | Sell |
25,104
-674
| -3% | -$16.2K | 0.08% | 265 |
|
2023
Q2 | $519K | Sell |
25,778
-2,211
| -8% | -$44.5K | 0.07% | 309 |
|
2023
Q1 | $541K | Sell |
27,989
-1,666
| -6% | -$32.2K | 0.07% | 296 |
|
2022
Q4 | $629K | Sell |
29,655
-2,306
| -7% | -$48.9K | 0.09% | 262 |
|
2022
Q3 | $460K | Sell |
31,961
-77,418
| -71% | -$1.11M | 0.07% | 318 |
|
2022
Q2 | $1.75M | Buy |
109,379
+3,886
| +4% | +$62.1K | 0.22% | 80 |
|
2022
Q1 | $2.03M | Buy |
+105,493
| New | +$2.03M | 0.23% | 80 |
|