Cobiz Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,098
| Closed | -$258K | – | 119 |
|
|
2019
Q1 | $258K | Sell |
2,098
-5,405
| -72% | -$665K | 0.05% | 103 |
|
|
2018
Q4 | $796K | Buy |
+7,503
| New | +$796K | 0.17% | 86 |
|
|
2017
Q1 | – | Sell |
-1,586
| Closed | -$263K | – | 139 |
|
|
2016
Q4 | $263K | Sell |
1,586
-2,000
| -56% | -$332K | 0.06% | 125 |
|
|
2016
Q3 | $552K | Hold |
3,586
| – | – | 0.13% | 95 |
|
|
2016
Q2 | $499K | Buy |
+3,586
| New | +$499K | 0.13% | 100 |
|