OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
4,979
-398
| -7% | -$25.3K | ﹤0.01% | 1137 |
|
|
2025
Q1 | $384K | Sell |
5,377
-529
| -9% | -$37.8K | ﹤0.01% | 969 |
|
|
2024
Q4 | $466K | Sell |
5,906
-3,143
| -35% | -$248K | 0.01% | 918 |
|
|
2024
Q3 | $731K | Sell |
9,049
-66
| -0.7% | -$5.33K | 0.01% | 776 |
|
|
2024
Q2 | $828K | Sell |
9,115
-598
| -6% | -$54.3K | 0.01% | 687 |
|
|
2024
Q1 | $904K | Buy |
9,713
+1,518
| +19% | +$141K | 0.01% | 540 |
|
|
2023
Q4 | $693K | Buy |
8,195
+539
| +7% | +$45.6K | 0.01% | 596 |
|
|
2023
Q3 | $733K | Sell |
7,656
-104
| -1% | -$9.96K | 0.02% | 520 |
|
|
2023
Q2 | $607K | Buy |
7,760
+855
| +12% | +$66.8K | 0.01% | 569 |
|
|
2023
Q1 | $519K | Buy |
+6,905
| New | +$519K | 0.01% | 605 |
|
|
2019
Q4 | – | Sell |
-135
| Closed | -$10K | – | 577 |
|
|
2019
Q3 | $10K | Buy |
+135
| New | +$10K | ﹤0.01% | 531 |
|