Capstone Wealth Management Group (Pennsylvania)’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
2024
Q1
Sell
-3,663
Closed -$502K 73
2023
Q4
$502K Sell
3,663
-1,364
-27% -$187K 0.47% 40
2023
Q3
$744K Buy
+5,027
New +$744K 0.77% 31