Gladstone Institutional Advisory’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
Q1
Sell
-18,445
Closed -$1.56M 717
2023
Q4
$1.56M Buy
18,445
+6,120
+50% +$517K 0.09% 227
2023
Q3
$1.18M Buy
+12,325
New +$1.18M 0.08% 243