TSWM
Triangle Securities Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-13,690
| Closed | -$200K | – | 158 |
|
2019
Q2 | $200K | Sell |
13,690
-1,435
| -9% | -$21K | 0.1% | 148 |
|
2019
Q1 | $261K | Sell |
15,125
-1,025
| -6% | -$17.7K | 0.14% | 134 |
|
2018
Q4 | $227K | Buy |
+16,150
| New | +$227K | 0.13% | 132 |
|
2015
Q3 | – | Sell |
-9,310
| Closed | -$325K | – | 137 |
|
2015
Q2 | $325K | Hold |
9,310
| – | – | 0.23% | 105 |
|
2015
Q1 | $314K | Sell |
9,310
-3,595
| -28% | -$121K | 0.22% | 110 |
|
2014
Q4 | $464K | Buy |
+12,905
| New | +$464K | 0.33% | 86 |
|
2013
Q3 | – | Sell |
-2,300
| Closed | -$98K | – | 303 |
|
2013
Q2 | $98K | Buy |
+2,300
| New | +$98K | 0.07% | 177 |
|