EverSource 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $219K | Hold |
1,744
| – | – | 0.01% | 814 |
|
2025
Q1 | $230K | Hold |
1,744
| – | – | 0.01% | 601 |
|
2024
Q4 | $231K | Hold |
1,744
| – | – | 0.01% | 604 |
|
2024
Q3 | $229K | Buy |
1,744
+1,670
| +2,257% | +$220K | 0.01% | 518 |
|
2024
Q2 | $10.8K | Hold |
74
| – | – | ﹤0.01% | 1809 |
|
2024
Q1 | $11.2K | Hold |
74
| – | – | ﹤0.01% | 1630 |
|
2023
Q4 | $10.1K | Hold |
74
| – | – | ﹤0.01% | 1551 |
|
2023
Q3 | $10.9K | Hold |
74
| – | – | ﹤0.01% | 1389 |
|
2023
Q2 | $9.53K | Hold |
74
| – | – | ﹤0.01% | 1467 |
|
2023
Q1 | $9.44K | Hold |
74
| – | – | ﹤0.01% | 1391 |
|
2022
Q4 | $10.1K | Buy |
+74
| New | +$10.1K | ﹤0.01% | 1331 |
|