Axxcess Wealth Management’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Axxcess Wealth Management’s Portfolio SRV Stock Details SRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$250K	Sell
2025 Q1	$285K	Hold
2024 Q4	$288K	Sell
2024 Q3	$320K	Hold
2024 Q2	$295K	Hold
2024 Q1	$293K	Buy
2023 Q4	–	Sell
2023 Q3	$259K	Buy
2023 Q2	$208K	Buy