Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5
| Closed | -$1K | – | 142 |
|
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 139 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 150 |
|
|
2019
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 150 |
|
|
2018
Q4 | $1K | Sell |
5
-150
| -97% | -$30K | ﹤0.01% | 249 |
|
|
2018
Q3 | $26K | Hold |
155
| – | – | 0.01% | 155 |
|
|
2018
Q2 | $26K | Hold |
155
| – | – | 0.01% | 171 |
|
|
2018
Q1 | $23K | Buy |
155
+150
| +3,000% | +$22.3K | 0.01% | 166 |
|
|
2017
Q4 | $1K | Sell |
5
-150
| -97% | -$30K | ﹤0.01% | 279 |
|
|
2017
Q3 | $26K | Hold |
155
| – | – | 0.01% | 125 |
|
|
2017
Q2 | $24K | Hold |
155
| – | – | 0.01% | 158 |
|
|
2017
Q1 | $31K | Hold |
155
| – | – | 0.01% | 143 |
|
|
2016
Q4 | $36K | Buy |
+155
| New | +$36K | 0.02% | 146 |
|