MGB 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
2024
Q4
Sell
-4,537
Closed -$366K 301
2024
Q3
$366K Hold
4,537
0.13% 141
2024
Q2
$419K Hold
4,537
0.16% 129
2024
Q1
$422K Hold
4,537
0.17% 127
2023
Q4
$383K Buy
+4,537
New +$383K 0.19% 131