Toth Financial Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-9,116
| Closed | -$1.52M | – | 461 |
|
2018
Q3 | $1.52M | Hold |
9,116
| – | – | 0.34% | 77 |
|
2018
Q2 | $1.55M | Buy |
9,116
+5,233
| +135% | +$887K | 0.36% | 77 |
|
2018
Q1 | $565K | Sell |
3,883
-4,436
| -53% | -$645K | 0.14% | 113 |
|
2017
Q4 | $1.43M | Buy |
8,319
+1,500
| +22% | +$257K | 0.34% | 79 |
|
2017
Q3 | $1.13M | Buy |
+6,819
| New | +$1.13M | 0.29% | 85 |
|