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 |
|