Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $317K | Sell |
|
|||||
|
2025
Q2 | $335K | Sell |
|
|||||
|
2025
Q1 | $2.79M | Buy |
|
|||||
|
2024
Q4 | $2.4M | Buy |
|
|||||
|
2024
Q3 | $1.63M | Buy |
|
|||||
|
2024
Q2 | $803K | Buy |
|
|||||
|
2024
Q1 | $598K | Sell |
|
|||||
|
2023
Q4 | $537K | Buy |
|
|||||
|
2023
Q3 | $394K | Buy |
|
|||||
|
2023
Q2 | $327K | Buy |
|
|||||
|
2023
Q1 | $157K | Buy |
|
|||||
|
2022
Q4 | $105K | Buy |
|
|||||
|
2022
Q3 | $94K | Buy |
|
|||||
|
2022
Q2 | $14K | Sell |
|
|||||
|
2022
Q1 | $88K | Hold |
|
|||||
|
2021
Q4 | $62K | Buy |
|
|||||
|
2021
Q2 | $11K | Hold |
|
|||||
|
2021
Q1 | $11K | Hold |
|
|||||
|
2020
Q4 | $11K | Hold |
|
|||||
|
2020
Q3 | $11K | Hold |
|
|||||
|
2020
Q2 | $11K | Hold |
|
|||||
|
2020
Q1 | $11K | Buy |
|
|||||
|
2019
Q4 | $11K | Hold |
|
|||||
|
2019
Q3 | $11K | Hold |
|
|||||
|
2019
Q2 | $11K | Hold |
|
|||||
|
2019
Q1 | $11K | Buy |
|
|||||
|
2018
Q4 | $1K | Hold |
|
|||||
|
2018
Q3 | $2K | Buy |
|