Vahanian & Associates Financial Planning’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	-11,200	Closed	-$216K	–	69
2023 Q1	$216K	Sell	11,200 -5,915	-35%	-$114K	0.6%	59
2022 Q4	$363K	Buy	17,115 +1,450	+9%	+$30.7K	1.19%	33
2022 Q3	$226K	Buy	+15,665	New	+$226K	0.78%	43