CBIZ Investment 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
2025
Q2
$262 Hold
4
﹤0.01% 676
2025
Q1
$293 Hold
4
﹤0.01% 592
2024
Q4
$324 Hold
4
﹤0.01% 454
2024
Q3
$330 Sell
4
-4
-50% -$330 ﹤0.01% 394
2024
Q2
$751 Hold
8
﹤0.01% 374
2024
Q1
$768 Buy
+8
New +$768 ﹤0.01% 332
2021
Q4
Hold
0
103
2021
Q3
Hold
0
109
2021
Q2
Hold
0
104
2021
Q1
Hold
0
118
2020
Q4
Hold
0
119
2020
Q3
Hold
0
122
2020
Q2
Hold
0
215
2020
Q1
Hold
0
237
2019
Q4
Hold
0
153