CreativeOne 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
2023
Q2
Sell
-2,433
Closed -$310K 893
2023
Q1
$310K Buy
+2,433
New +$310K 0.02% 627
2022
Q2
Sell
-2,335
Closed -$315K 820
2022
Q1
$315K Sell
2,335
-3,655
-61% -$493K 0.02% 570
2021
Q4
$574K Buy
5,990
+2,679
+81% +$257K 0.03% 417
2021
Q3
$320K Sell
3,311
-1,375
-29% -$133K 0.02% 531
2021
Q2
$453K Buy
4,686
+2,110
+82% +$204K 0.03% 402
2021
Q1
$210K Buy
+2,576
New +$210K 0.02% 530