BigSur 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-500
| Closed | -$74K | – | 123 |
|
2023
Q3 | $74K | Buy |
+500
| New | +$74K | 0.04% | 107 |
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$237K | – | 123 |
|
2019
Q4 | $237K | Hold |
2,500
| – | – | 0.13% | 98 |
|
2019
Q3 | $224K | Hold |
2,500
| – | – | 0.15% | 93 |
|
2019
Q2 | $272K | Buy |
+2,500
| New | +$272K | 0.19% | 85 |
|