Summit Financial Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $200K | Sell |
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2023
Q3 | $470K | Sell |
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|
2023
Q2 | $609K | Sell |
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|
2023
Q1 | $645K | Sell |
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|
2022
Q4 | $716K | Buy |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $483K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $188K | Hold |
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|
2021
Q3 | $199K | Buy |
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|
2021
Q2 | $170K | Buy |
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