Kingswood Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,255
| Closed | -$340K | – | 800 |
|
|
2024
Q4 | $340K | Sell |
1,255
-15
| -1% | -$4.07K | 0.03% | 562 |
|
|
2024
Q3 | $360K | Sell |
1,270
-238
| -16% | -$67.5K | 0.03% | 533 |
|
|
2024
Q2 | $477K | Sell |
1,508
-4
| -0.3% | -$1.27K | 0.04% | 404 |
|
|
2024
Q1 | $509K | Buy |
1,512
+55
| +4% | +$18.5K | 0.06% | 344 |
|
|
2023
Q4 | $451K | Buy |
1,457
+256
| +21% | +$79.2K | 0.05% | 371 |
|
|
2023
Q3 | $414K | Buy |
+1,201
| New | +$414K | 0.07% | 282 |
|