BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-52
| Closed | -$2K | – | 1111 |
|
|
2020
Q1 | $2K | Sell |
52
-1
| -2% | -$38 | ﹤0.01% | 760 |
|
|
2019
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 635 |
|
|
2019
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 571 |
|
|
2019
Q2 | $6K | Hold |
53
| – | – | ﹤0.01% | 577 |
|
|
2019
Q1 | $6K | Hold |
53
| – | – | ﹤0.01% | 582 |
|
|
2018
Q4 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 537 |
|