Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,385
| Closed | -$563K | – | 449 |
|
|
2017
Q1 | $563K | Buy |
+3,385
| New | +$563K | 0.13% | 222 |
|
|
2016
Q4 | – | Sell |
-399
| Closed | -$61K | – | 941 |
|
|
2016
Q3 | $61K | Buy |
+399
| New | +$61K | 0.01% | 798 |
|
|
2015
Q4 | – | Sell |
-61,052
| Closed | -$8.02M | – | 743 |
|
|
2015
Q3 | $8.02M | Buy |
61,052
+18,871
| +45% | +$2.48M | 1.09% | 10 |
|
|
2015
Q2 | $7.87M | Buy |
+42,181
| New | +$7.87M | 1.02% | 11 |
|