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