Financial Architects (New Jersey)’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
Q4 | – | Sell |
-25
| Closed | -$2K | – | 994 |
|
|
2019
Q3 | $2K | Sell |
25
-225
| -90% | -$18K | ﹤0.01% | 912 |
|
|
2019
Q2 | $27K | Buy |
+250
| New | +$27K | 0.01% | 562 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1391 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$35K | – | 1429 |
|
|
2018
Q1 | $35K | Hold |
250
| – | – | 0.01% | 634 |
|
|
2017
Q4 | $37K | Hold |
250
| – | – | 0.01% | 675 |
|
|
2017
Q3 | $34K | Sell |
250
-175
| -41% | -$23.8K | 0.01% | 724 |
|
|
2017
Q2 | $54K | Buy |
+425
| New | +$54K | 0.01% | 572 |
|
|
2017
Q1 | – | Sell |
-263
| Closed | -$43K | – | 1528 |
|
|
2016
Q4 | $43K | Buy |
+263
| New | +$43K | 0.01% | 600 |
|
|
2016
Q3 | – | Sell |
-150
| Closed | -$21K | – | 1455 |
|
|
2016
Q2 | $21K | Buy |
+150
| New | +$21K | 0.01% | 768 |
|
|
2013
Q4 | – | Sell |
-13
| Closed | -$3K | – | 579 |
|
|
2013
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 659 |
|
|
2013
Q2 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 589 |
|