Discovery Capital 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 Q2	–	Sell	-72,700	Closed	-$6.77M	–	70
2024 Q1	$6.77M	Buy	72,700 +37,200	+105%	+$3.46M	0.89%	26
2023 Q4	$3M	Buy	+35,500	New	+$3M	0.45%	43