Keystone Financial Group (Kentucky)’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 | $251K | Hold |
3,958
| – | – | 0.02% | 354 |
|
|
2025
Q1 | $282K | Hold |
3,958
| – | – | 0.03% | 307 |
|
|
2024
Q4 | $312K | Sell |
3,958
-20
| -0.5% | -$1.58K | 0.03% | 291 |
|
|
2024
Q3 | $321K | Buy |
+3,978
| New | +$321K | 0.04% | 270 |
|
|
2024
Q2 | – | Sell |
-4,377
| Closed | -$407K | – | 344 |
|
|
2024
Q1 | $407K | Sell |
4,377
-149
| -3% | -$13.9K | 0.06% | 208 |
|
|
2023
Q4 | $383K | Hold |
4,526
| – | – | 0.07% | 183 |
|
|
2023
Q3 | $434K | Sell |
4,526
-45
| -1% | -$4.31K | 0.07% | 171 |
|
|
2023
Q2 | $357K | Buy |
+4,571
| New | +$357K | 0.06% | 196 |
|
|
2022
Q4 | $375K | Hold |
4,700
| – | – | 0.07% | 181 |
|
|
2022
Q3 | $259K | Buy |
4,700
+500
| +12% | +$27.6K | 0.05% | 224 |
|
|
2022
Q2 | $251K | Hold |
4,200
| – | – | 0.05% | 243 |
|
|
2022
Q1 | $315K | Buy |
4,200
+150
| +4% | +$11.3K | 0.05% | 221 |
|
|
2021
Q4 | $200K | Buy |
+4,050
| New | +$200K | 0.03% | 294 |
|