Telemus Capital’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
2019
Q1
Sell
-27,432
Closed -$560K 431
2018
Q4
$560K Buy
27,432
+6,422
+31% +$131K 0.05% 254
2018
Q3
$750K Hold
21,010
0.06% 238
2018
Q2
$767K Sell
21,010
-390
-2% -$14.2K 0.06% 238
2018
Q1
$694K Sell
21,400
-16,300
-43% -$529K 0.06% 243
2017
Q4
$1.35M Buy
+37,700
New +$1.35M 0.1% 164
2016
Q1
Sell
-20,065
Closed -$718K 304
2015
Q4
$718K Buy
+20,065
New +$718K 0.19% 84