Atherton Lane Advisers’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,575
| Closed | -$294K | – | 239 |
|
|
2015
Q2 | $294K | Hold |
1,575
| – | – | 0.02% | 191 |
|
|
2015
Q1 | $325K | Sell |
1,575
-1,860
| -54% | -$384K | 0.02% | 201 |
|
|
2014
Q4 | $658K | Sell |
3,435
-78
| -2% | -$14.9K | 0.04% | 158 |
|
|
2014
Q3 | $967K | Buy |
3,513
+413
| +13% | +$114K | 0.06% | 117 |
|
|
2014
Q2 | $1.02M | Buy |
+3,100
| New | +$1.02M | 0.06% | 106 |
|