FWA
FOCUS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35,059
| Closed | -$4.47M | – | 70 |
|
|
2023
Q1 | $4.47M | Sell |
35,059
-573
| -2% | -$73.1K | 2.94% | 6 |
|
|
2022
Q4 | $4.84M | Sell |
35,632
-1,065
| -3% | -$145K | 3.35% | 6 |
|
|
2022
Q3 | $4.58M | Sell |
36,697
-628
| -2% | -$78.3K | 3.24% | 6 |
|
|
2022
Q2 | $4.46M | Sell |
37,325
-317
| -0.8% | -$37.9K | 3.06% | 9 |
|
|
2022
Q1 | $5.07M | Sell |
37,642
-484
| -1% | -$65.1K | 3.02% | 7 |
|
|
2021
Q4 | $3.66M | Buy |
38,126
+2,159
| +6% | +$207K | 2.19% | 9 |
|
|
2021
Q3 | $3.48M | Buy |
+35,967
| New | +$3.48M | 2.36% | 7 |
|