Sigma Planning Corp’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
2023
Q2
Sell
-12,025
Closed -$232K 1283
2023
Q1
$232K Sell
12,025
-377
-3% -$7.28K 0.01% 1109
2022
Q4
$263K Buy
12,402
+1,094
+10% +$23.2K 0.01% 1020
2022
Q3
$163K Sell
11,308
-2,763
-20% -$39.8K 0.01% 1142
2022
Q2
$225K Sell
14,071
-1,347
-9% -$21.5K 0.01% 1106
2022
Q1
$297K Buy
15,418
+3,691
+31% +$71.1K 0.01% 1052
2021
Q4
$151K Sell
11,727
-759
-6% -$9.77K ﹤0.01% 1285
2021
Q3
$171K Sell
12,486
-842
-6% -$11.5K 0.01% 1268
2021
Q2
$204K Buy
13,328
+1,569
+13% +$24K 0.01% 1272
2021
Q1
$158K Buy
+11,759
New +$158K 0.01% 1228