Great Diamond Partners’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
Q1 | – | Sell |
-7,459
| Closed | -$1.01M | – | 228 |
|
2022
Q4 | $1.01M | Sell |
7,459
-487
| -6% | -$66.2K | 0.31% | 76 |
|
2022
Q3 | $991K | Buy |
7,946
+231
| +3% | +$28.8K | 0.34% | 70 |
|
2022
Q2 | $921K | Sell |
7,715
-1,504
| -16% | -$180K | 0.31% | 80 |
|
2022
Q1 | $1.24M | Sell |
9,219
-2,029
| -18% | -$273K | 0.35% | 69 |
|
2021
Q4 | $1.08M | Buy |
+11,248
| New | +$1.08M | 0.28% | 83 |
|
2020
Q3 | – | Sell |
-6,157
| Closed | -$321K | – | 167 |
|
2020
Q2 | $321K | Buy |
+6,157
| New | +$321K | 0.13% | 110 |
|