Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,381
| Closed | -$455K | – | 503 |
|
|
2022
Q1 | $455K | Buy |
3,381
+38
| +1% | +$5.11K | 0.03% | 312 |
|
|
2021
Q4 | $320K | Buy |
3,343
+110
| +3% | +$10.5K | 0.02% | 379 |
|
|
2021
Q3 | $313K | Buy |
+3,233
| New | +$313K | 0.02% | 286 |
|
|
2015
Q1 | – | Sell |
-7,936
| Closed | -$1.52M | – | 48 |
|
|
2014
Q4 | $1.52M | Sell |
7,936
-18,292
| -70% | -$3.5M | 0.63% | 16 |
|
|
2014
Q3 | $7.22M | Sell |
26,228
-18,147
| -41% | -$5M | 2.83% | 11 |
|
|
2014
Q2 | $14.6M | Buy |
44,375
+5,578
| +14% | +$1.84M | 5.38% | 7 |
|
|
2014
Q1 | $11.1M | Buy |
38,797
+6,614
| +21% | +$1.9M | 6.32% | 8 |
|
|
2013
Q4 | $8.96M | Buy |
+32,183
| New | +$8.96M | 8.25% | 4 |
|