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