Sowell Financial Services’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
Q3 | – | Sell |
-31,905
| Closed | -$642K | – | 554 |
|
|
2023
Q2 | $642K | Buy |
31,905
+2,780
| +10% | +$55.9K | 0.04% | 421 |
|
|
2023
Q1 | $563K | Sell |
29,125
-4,030
| -12% | -$77.9K | 0.04% | 410 |
|
|
2022
Q4 | $703K | Buy |
+33,155
| New | +$703K | 0.05% | 376 |
|
|
2021
Q3 | – | Sell |
-41,143
| Closed | -$630K | – | 514 |
|
|
2021
Q2 | $630K | Buy |
41,143
+18,143
| +79% | +$278K | 0.04% | 387 |
|
|
2021
Q1 | $333K | Buy |
+23,000
| New | +$333K | 0.01% | 797 |
|