Lyell Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$647K	Sell	1,600 -65	-4%	-$23.8K	0.05%	137
2025 Q4	$474K	Buy	1,665 +296	+22%	+$83K	0.03%	153
2025 Q3	$356K	Buy	1,369 +83	+6%	+$20.6K	0.03%	165
2025 Q2	$296K	Sell	1,286 -1,183	-48%	-$266K	0.02%	181
2025 Q1	$647K	Sell	2,469 -845	-25%	-$230K	0.06%	134
2024 Q4	$899K	Sell	3,314 -3,787	-53%	-$1.09M	0.08%	120
2024 Q3	$2.01M	Sell	7,101 -858	-11%	-$259K	0.18%	97
2024 Q2	$2.52M	Buy	7,959 +1,830	+30%	+$586K	0.24%	93
2024 Q1	$2.06M	Buy	6,129 +793	+15%	+$240K	0.21%	95
2023 Q4	$1.65M	Buy	5,336 +2,129	+66%	+$683K	0.19%	100
2023 Q3	$1.11M	Buy	+3,207	New	+$1.08M	0.15%	102