PFA
Pathway Financial Advisors’s SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,362
| Closed | -$93K | – | 99 |
|
|
2018
Q4 | $93K | Hold |
10,362
| – | – | 0.05% | 92 |
|
|
2018
Q3 | $107K | Sell |
10,362
-3,973
| -28% | -$41K | 0.06% | 93 |
|
|
2018
Q2 | $243K | Hold |
14,335
| – | – | 0.14% | 77 |
|
|
2018
Q1 | $209K | Sell |
14,335
-150
| -1% | -$2.19K | 0.12% | 85 |
|
|
2017
Q4 | $248K | Buy |
+14,485
| New | +$248K | 0.14% | 77 |
|