CWA
Clarus Wealth Advisors’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,656
| Closed | -$434K | – | 111 |
|
|
2021
Q2 | $434K | Buy |
4,656
+34
| +0.7% | +$3.17K | 0.27% | 67 |
|
|
2021
Q1 | $363K | Buy |
+4,622
| New | +$363K | 0.23% | 88 |
|
|
2019
Q1 | – | Sell |
-2
| Closed | – | – | 735 |
|
|
2018
Q4 | $0 | Sell |
2
-1,409
| -100% | – | ﹤0.01% | 722 |
|
|
2018
Q3 | $61K | Sell |
1,411
-246
| -15% | -$10.6K | 0.04% | 267 |
|
|
2018
Q2 | $58K | Buy |
+1,657
| New | +$58K | 0.04% | 261 |
|