Northwestern Mutual 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
Q2 | – | Sell |
-50
| Closed | -$4.66K | – | 3851 |
|
|
2024
Q1 | $4.66K | Buy |
+50
| New | +$4.66K | ﹤0.01% | 2859 |
|
|
2023
Q2 | – | Sell |
-18
| Closed | -$1.35K | – | 3641 |
|
|
2023
Q1 | $1.35K | Buy |
+18
| New | +$1.35K | ﹤0.01% | 2980 |
|
|
2022
Q4 | – | Sell |
-85
| Closed | -$5K | – | 3490 |
|
|
2022
Q3 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 2709 |
|
|
2019
Q3 | – | Sell |
-181
| Closed | -$17K | – | 2705 |
|
|
2019
Q2 | $17K | Buy |
+181
| New | +$17K | ﹤0.01% | 1785 |
|
|
2019
Q1 | – | Sell |
-2,585
| Closed | -$233K | – | 2719 |
|
|
2018
Q4 | $233K | Buy |
+2,585
| New | +$233K | ﹤0.01% | 752 |
|
|
2018
Q3 | – | Sell |
-2
| Closed | – | – | 2652 |
|
|
2018
Q2 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 2507 |
|
|
2018
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 2140 |
|
|
2017
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 2254 |
|
|
2017
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 2093 |
|
|
2017
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1970 |
|
|
2017
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1940 |
|
|
2016
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 2260 |
|
|
2016
Q3 | – | Sell |
-10
| Closed | -$2K | – | 1558 |
|
|
2016
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 1877 |
|
|
2016
Q1 | $2K | Buy |
10
+4
| +67% | +$800 | ﹤0.01% | 1918 |
|
|
2015
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1522 |
|
|
2015
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1594 |
|
|
2015
Q1 | – | Sell |
-13
| Closed | -$4K | – | 1854 |
|
|
2014
Q4 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 1368 |
|