Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-18
| Closed | -$1K | – | 1117 |
|
|
2021
Q3 | $1K | Sell |
18
-9
| -33% | -$500 | ﹤0.01% | 1148 |
|
|
2021
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 951 |
|
|
2021
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 910 |
|
|
2020
Q4 | $1K | Sell |
27
-11
| -29% | -$407 | ﹤0.01% | 915 |
|
|
2020
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 838 |
|
|
2020
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 829 |
|
|
2020
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 854 |
|
|
2019
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 747 |
|
|
2019
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 713 |
|
|
2019
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 708 |
|
|
2019
Q1 | $4K | Hold |
38
| – | – | ﹤0.01% | 575 |
|
|
2018
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 654 |
|