SOA
SRV

Sea Otter Advisors’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Sea Otter Advisors’s Portfolio SRV Stock Details SRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-69,721
Closed -$2.36M – 148
2023
Q4 		$2.36M Buy
+69,721
New +$2.36M 1.56% 8
2023
Q3 		– Sell
-4,755
Closed -$178K – 259
2023
Q2 		$178K Buy
+4,755
New +$178K 0.1% 77