Avior Wealth Management’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
Q4 | – | Sell |
-352
| Closed | -$28.4K | – | 2548 |
|
|
2024
Q3 | $28.4K | Sell |
352
-345
| -49% | -$27.9K | ﹤0.01% | 1294 |
|
|
2024
Q2 | $63.3K | Hold |
697
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q1 | $64.9K | Buy |
+697
| New | +$64.9K | ﹤0.01% | 1136 |
|
|
2020
Q4 | – | Sell |
-50
| Closed | -$1K | – | 1110 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 899 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 873 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 748 |
|
|
2019
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 681 |
|