BTR Capital Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $396K | Hold |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $446K | Hold |
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|
2021
Q3 | $450K | Hold |
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|
2021
Q2 | $450K | Sell |
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|
2021
Q1 | $387K | Hold |
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|
2020
Q4 | $278K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $241K | Hold |
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|
2019
Q2 | $294K | Sell |
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|
2019
Q1 | $332K | Sell |
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|
2018
Q4 | $420K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.53M | Buy |
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|
2017
Q4 | $1.11M | Buy |
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