Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-32
| Closed | -$6K | – | 1020 |
|
|
2016
Q3 | $6K | Hold |
32
| – | – | ﹤0.01% | 880 |
|
|
2016
Q2 | $6K | Hold |
32
| – | – | ﹤0.01% | 886 |
|
|
2016
Q1 | $5K | Hold |
32
| – | – | ﹤0.01% | 854 |
|
|
2015
Q4 | $6K | Buy |
32
+1
| +3% | +$188 | ﹤0.01% | 908 |
|
|
2015
Q3 | $6K | Hold |
31
| – | – | ﹤0.01% | 908 |
|
|
2015
Q2 | $8K | Buy |
+31
| New | +$8K | ﹤0.01% | 854 |
|