EP Wealth Advisors’s SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,644
Closed -$131K 716
2022
Q4
$131K Buy
+1,644
New +$131K ﹤0.01% 580
2021
Q1
Sell
-2,350
Closed -$105K 524
2020
Q4
$105K Buy
+2,350
New +$105K ﹤0.01% 452