Atria Wealth Solutions’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,741
Closed -$238K 2055
2023
Q4
$238K Sell
1,741
-232
-12% -$31.8K ﹤0.01% 1654
2023
Q3
$292K Sell
1,973
-198
-9% -$29.3K ﹤0.01% 1424
2023
Q2
$280K Sell
2,171
-173
-7% -$22.3K ﹤0.01% 1486
2023
Q1
$299K Sell
2,344
-72
-3% -$9.19K ﹤0.01% 1412
2022
Q4
$328K Buy
2,416
+20
+0.8% +$2.72K 0.01% 1302
2022
Q3
$299K Sell
2,396
-955
-28% -$119K 0.01% 1293
2022
Q2
$400K Sell
3,351
-498
-13% -$59.4K 0.01% 1048
2022
Q1
$518K Buy
+3,849
New +$518K 0.01% 1052