Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-232
| Closed | -$8K | – | 2499 |
|
|
2018
Q3 | $8K | Hold |
232
| – | – | ﹤0.01% | 1605 |
|
|
2018
Q2 | $8K | Hold |
232
| – | – | ﹤0.01% | 1615 |
|
|
2018
Q1 | $8K | Hold |
232
| – | – | ﹤0.01% | 1642 |
|
|
2017
Q4 | $8K | Hold |
232
| – | – | ﹤0.01% | 1674 |
|
|
2017
Q3 | $8K | Hold |
232
| – | – | ﹤0.01% | 1652 |
|
|
2017
Q2 | $8K | Hold |
232
| – | – | ﹤0.01% | 1619 |
|
|
2017
Q1 | $10K | Sell |
232
-248
| -52% | -$10.7K | ﹤0.01% | 1342 |
|
|
2016
Q4 | $22K | Hold |
480
| – | – | ﹤0.01% | 990 |
|
|
2016
Q3 | $19K | Hold |
480
| – | – | ﹤0.01% | 1072 |
|
|
2016
Q2 | $19K | Buy |
480
+57
| +13% | +$2.26K | ﹤0.01% | 1005 |
|
|
2016
Q1 | $15K | Buy |
423
+311
| +278% | +$11K | ﹤0.01% | 1067 |
|
|
2015
Q4 | $4K | Buy |
+112
| New | +$4K | ﹤0.01% | 1396 |
|