Evolution Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-208
| Closed | -$20K | – | 641 |
|
|
2021
Q3 | $20K | Hold |
208
| – | – | ﹤0.01% | 316 |
|
|
2021
Q2 | $20K | Hold |
208
| – | – | ﹤0.01% | 307 |
|
|
2021
Q1 | $17K | Hold |
208
| – | – | ﹤0.01% | 327 |
|
|
2020
Q4 | $12K | Hold |
208
| – | – | ﹤0.01% | 332 |
|
|
2020
Q3 | $9K | Hold |
208
| – | – | ﹤0.01% | 374 |
|
|
2020
Q2 | $11K | Sell |
208
-682
| -77% | -$36.1K | ﹤0.01% | 279 |
|
|
2020
Q1 | $29K | Buy |
890
+681
| +326% | +$22.2K | 0.01% | 135 |
|
|
2019
Q4 | $20K | Sell |
209
-652
| -76% | -$62.4K | 0.01% | 227 |
|
|
2019
Q3 | $77K | Hold |
861
| – | – | 0.04% | 45 |
|
|
2019
Q2 | $94K | Hold |
861
| – | – | 0.04% | 64 |
|
|
2019
Q1 | $106K | Hold |
861
| – | – | 0.05% | 62 |
|
|
2018
Q4 | $91K | Buy |
+861
| New | +$91K | 0.04% | 82 |
|