FWM
Frontier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $296K | Hold |
2,477
| – | – | 0.02% | 302 |
|
|
2022
Q1 | $344K | Buy |
2,477
+50
| +2% | +$6.94K | ﹤0.01% | 293 |
|
|
2021
Q4 | $233K | Sell |
2,427
-462
| -16% | -$44.4K | 0.02% | 369 |
|
|
2021
Q3 | $279K | Buy |
2,889
+183
| +7% | +$17.7K | 0.02% | 346 |
|
|
2021
Q2 | $262K | Hold |
2,706
| – | – | 0.02% | 358 |
|
|
2021
Q1 | $220K | Buy |
+2,706
| New | +$220K | 0.02% | 352 |
|
|
2018
Q4 | – | Sell |
-6,226
| Closed | -$270K | – | 409 |
|
|
2018
Q3 | $270K | Hold |
6,226
| – | – | 0.03% | 319 |
|
|
2018
Q2 | $268K | Hold |
6,226
| – | – | 0.04% | 303 |
|
|
2018
Q1 | $219K | Hold |
6,226
| – | – | 0.03% | 350 |
|
|
2017
Q4 | $231K | Sell |
6,226
-905
| -13% | -$33.6K | 0.04% | 308 |
|
|
2017
Q3 | $243K | Hold |
7,131
| – | – | 0.04% | 330 |
|
|
2017
Q2 | $228K | Hold |
7,131
| – | – | 0.03% | 343 |
|
|
2017
Q1 | $267K | Hold |
7,131
| – | – | 0.04% | 315 |
|
|
2016
Q4 | $295K | Sell |
7,131
-560
| -7% | -$23.2K | 0.05% | 287 |
|
|
2016
Q3 | $296K | Hold |
7,691
| – | – | 0.04% | 281 |
|
|
2016
Q2 | $268K | Hold |
7,691
| – | – | 0.04% | 289 |
|
|
2016
Q1 | $233K | Hold |
7,691
| – | – | 0.02% | 295 |
|
|
2015
Q4 | $232K | Buy |
7,691
+1,500
| +24% | +$45.2K | 0.04% | 292 |
|
|
2015
Q3 | $203K | Sell |
6,191
-200
| -3% | -$6.56K | 0.03% | 309 |
|
|
2015
Q2 | $298K | Buy |
6,391
+50
| +0.8% | +$2.33K | 0.05% | 260 |
|
|
2015
Q1 | $328K | Buy |
+6,341
| New | +$328K | 0.05% | 217 |
|