United Capital Financial Advisors’s VanEck Oil Services ETF OIH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,942
| Closed | -$452K | – | 1133 |
|
|
2022
Q2 | $452K | Hold |
1,942
| – | – | ﹤0.01% | 822 |
|
|
2022
Q1 | $549K | Sell |
1,942
-50
| -3% | -$14.1K | ﹤0.01% | 811 |
|
|
2021
Q4 | $368K | Buy |
1,992
+279
| +16% | +$51.5K | ﹤0.01% | 953 |
|
|
2021
Q3 | $337K | Buy |
+1,713
| New | +$337K | ﹤0.01% | 968 |
|
|
2020
Q2 | – | Sell |
-748
| Closed | -$60K | – | 1227 |
|
|
2020
Q1 | $60K | Hold |
748
| – | – | ﹤0.01% | 1136 |
|
|
2019
Q4 | $198K | Buy |
748
+30
| +4% | +$7.94K | ﹤0.01% | 1269 |
|
|
2019
Q3 | $169K | Sell |
718
-27
| -4% | -$6.36K | ﹤0.01% | 1200 |
|
|
2019
Q2 | $221K | Hold |
745
| – | – | ﹤0.01% | 1319 |
|
|
2019
Q1 | $257K | Buy |
+745
| New | +$257K | ﹤0.01% | 1166 |
|
|
2017
Q2 | – | Sell |
-399
| Closed | -$246K | – | 1299 |
|
|
2017
Q1 | $246K | Sell |
399
-142
| -26% | -$87.5K | ﹤0.01% | 1125 |
|
|
2016
Q4 | $361K | Sell |
541
-225
| -29% | -$150K | ﹤0.01% | 1003 |
|
|
2016
Q3 | $449K | Hold |
766
| – | – | ﹤0.01% | 990 |
|
|
2016
Q2 | $444K | Hold |
766
| – | – | ﹤0.01% | 946 |
|
|
2016
Q1 | $408K | Sell |
766
-307
| -29% | -$164K | ﹤0.01% | 931 |
|
|
2015
Q4 | $568K | Buy |
1,073
+223
| +26% | +$118K | 0.01% | 853 |
|
|
2015
Q3 | $467K | Buy |
+850
| New | +$467K | 0.01% | 915 |
|