APWA
Atlas Private Wealth Advisors’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,022
| Closed | -$99K | – | 736 |
|
2021
Q3 | $99K | Hold |
1,022
| – | – | 0.05% | 171 |
|
2021
Q2 | $99K | Sell |
1,022
-200
| -16% | -$19.4K | 0.05% | 160 |
|
2021
Q1 | $99K | Buy |
1,222
+465
| +61% | +$37.7K | 0.06% | 164 |
|
2020
Q4 | $44K | Buy |
757
+100
| +15% | +$5.81K | 0.03% | 234 |
|
2020
Q3 | $28K | Buy |
657
+457
| +229% | +$19.5K | 0.02% | 271 |
|
2020
Q2 | $10K | Buy |
+200
| New | +$10K | 0.01% | 414 |
|