SLFPAM
St. Louis Financial Planners Asset Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,174
| Closed | -$400K | – | 33 |
|
|
2024
Q4 | $400K | Buy |
+20,174
| New | +$400K | 0.29% | 29 |
|
|
2024
Q1 | – | Sell |
-13,150
| Closed | -$288K | – | 40 |
|
|
2023
Q4 | $288K | Buy |
13,150
+171
| +1% | +$3.75K | 0.27% | 34 |
|
|
2023
Q3 | $292K | Sell |
12,979
-15,842
| -55% | -$356K | 0.23% | 16 |
|
|
2023
Q2 | $580K | Buy |
28,821
+937
| +3% | +$18.9K | 0.58% | 29 |
|
|
2023
Q1 | $539K | Buy |
+27,884
| New | +$539K | 0.61% | 37 |
|