Phillips Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17K | Hold |
50
| – | – | ﹤0.01% | 271 |
|
|
2025
Q1 | $3.57K | Hold |
50
| – | – | ﹤0.01% | 254 |
|
|
2024
Q4 | $3.95K | Hold |
50
| – | – | ﹤0.01% | 250 |
|
|
2024
Q3 | $4.04K | Hold |
50
| – | – | ﹤0.01% | 263 |
|
|
2024
Q2 | $4.54K | Hold |
50
| – | – | ﹤0.01% | 254 |
|
|
2024
Q1 | $4.66K | Hold |
50
| – | – | ﹤0.01% | 248 |
|
|
2023
Q4 | $4.23K | Hold |
50
| – | – | ﹤0.01% | 237 |
|
|
2023
Q3 | $4.79K | Hold |
50
| – | – | ﹤0.01% | 231 |
|
|
2023
Q2 | $3.91K | Hold |
50
| – | – | ﹤0.01% | 228 |
|
|
2023
Q1 | $3.76K | Buy |
+50
| New | +$3.76K | ﹤0.01% | 232 |
|