Global Financial Private Client’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
2025
Q2
Sell
-45
Closed -$3.21K 1629
2025
Q1
$3.21K Hold
45
﹤0.01% 760
2024
Q4
$3.55K Hold
45
﹤0.01% 668
2024
Q3
$3.64K Hold
45
﹤0.01% 675
2024
Q2
$4.09K Hold
45
﹤0.01% 518
2024
Q1
$4.21K Sell
45
-10,034
-100% -$938K ﹤0.01% 531
2023
Q4
$852K Buy
10,079
+7,217
+252% +$610K 0.4% 71
2023
Q3
$265K Buy
+2,862
New +$265K 0.14% 147