Steward Partners Investment Advisory’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.31K | Hold |
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|
2025
Q2 | $2.03K | Hold |
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2025
Q1 | $2.28K | Hold |
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|
2024
Q4 | $2.52K | Hold |
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|
2024
Q3 | $2.58K | Hold |
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|
2024
Q2 | $2.91K | Hold |
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|
2024
Q1 | $2.98K | Sell |
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|
2023
Q4 | $10.3K | Sell |
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|
2023
Q3 | $14.6K | Sell |
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|
2023
Q2 | $22.4K | Hold |
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|
2023
Q1 | $21.6K | Buy |
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|
2022
Q4 | $21.9K | Sell |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $87K | Sell |
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|
2022
Q1 | $143K | Buy |
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|
2021
Q4 | $91K | Sell |
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|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $118K | Buy |
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|
2021
Q1 | $98.4K | Buy |
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|
2020
Q4 | $2K | Sell |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $3K | Buy |
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|
2019
Q4 | $6K | Sell |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $10K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $18K | Hold |
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|
2018
Q2 | $18K | Buy |
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|
2018
Q1 | $2K | Buy |
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|
2017
Q4 | $0 | Hold |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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