Avantax Advisory Services’s SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,201
| Closed | -$745K | – | 2209 |
|
|
2024
Q2 | $745K | Sell |
8,201
-98
| -1% | -$8.9K | 0.01% | 1134 |
|
|
2024
Q1 | $773K | Sell |
8,299
-116
| -1% | -$10.8K | 0.01% | 853 |
|
|
2023
Q4 | $711K | Buy |
8,415
+95
| +1% | +$8.03K | 0.01% | 845 |
|
|
2023
Q3 | $797K | Buy |
8,320
+1,005
| +14% | +$96.3K | 0.01% | 765 |
|
|
2023
Q2 | $572K | Buy |
+7,315
| New | +$572K | 0.01% | 891 |
|