Level Four Advisory Services’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Sell
6,993
-2,532
-27% -$107K 0.01% 651
2025
Q1
$419K Buy
9,525
+1,716
+22% +$75.4K 0.02% 543
2024
Q4
$347K Buy
+7,809
New +$347K 0.01% 579