SWM
Segment Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$283K | – | 244 |
|
|
2022
Q1 | $283K | Buy |
+1,000
| New | +$283K | 0.03% | 215 |
|
|
2014
Q4 | – | Sell |
-27,942
| Closed | -$1.39M | – | 170 |
|
|
2014
Q3 | $1.39M | Buy |
27,942
+2,914
| +12% | +$145K | 0.53% | 61 |
|
|
2014
Q2 | $1.45M | Buy |
+25,028
| New | +$1.45M | 0.56% | 58 |
|