SWM
SFG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,733
| Closed | -$569K | – | 108 |
|
|
2023
Q4 | $569K | Sell |
6,733
-800
| -11% | -$67.6K | 0.38% | 43 |
|
|
2023
Q3 | $722K | Buy |
7,533
+4,700
| +166% | +$450K | 0.57% | 35 |
|
|
2023
Q2 | $221K | Buy |
+2,833
| New | +$221K | 0.19% | 85 |
|
|
2023
Q1 | – | Sell |
-4,874
| Closed | -$389K | – | 95 |
|
|
2022
Q4 | $389K | Buy |
+4,874
| New | +$389K | 0.48% | 43 |
|