Fortis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-252
| Closed | -$32.2K | – | 265 |
|
|
2023
Q1 | $32.2K | Buy |
+252
| New | +$32.2K | 0.02% | 171 |
|
|
2019
Q3 | – | Sell |
-489
| Closed | -$53K | – | 361 |
|
|
2019
Q2 | $53K | Hold |
489
| – | – | 0.03% | 225 |
|
|
2019
Q1 | $60K | Sell |
489
-62
| -11% | -$7.61K | 0.03% | 205 |
|
|
2018
Q4 | $58K | Hold |
551
| – | – | 0.04% | 202 |
|
|
2018
Q3 | $95K | Hold |
551
| – | – | 0.05% | 159 |
|
|
2018
Q2 | $95K | Buy |
551
+488
| +775% | +$84.1K | 0.05% | 156 |
|
|
2018
Q1 | $9K | Hold |
63
| – | – | 0.01% | 254 |
|
|
2017
Q4 | $9K | Hold |
63
| – | – | 0.01% | 239 |
|
|
2017
Q3 | $9K | Buy |
+63
| New | +$9K | 0.01% | 240 |
|