Heartwood Wealth Advisors’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
2020
Q1
Sell
-1,819
Closed -$147K 83
2019
Q4
$147K Buy
+1,819
New +$147K 0.03% 85