Circle Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,265
Closed -$614K 224
2024
Q4
$614K Hold
2,265
0.01% 153
2024
Q3
$643K Hold
2,265
0.01% 148
2024
Q2
$716K Hold
2,265
0.02% 124
2024
Q1
$762K Sell
2,265
-1,543
-41% -$519K 0.02% 115
2023
Q4
$1.18M Hold
3,808
0.03% 77
2023
Q3
$1.31M Buy
+3,808
New +$1.31M 0.03% 75