HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,102
| Closed | -$199K | – | 262 |
|
|
2019
Q4 | $199K | Buy |
+2,102
| New | +$199K | 0.05% | 150 |
|
|
2019
Q1 | – | Sell |
-4,351
| Closed | -$462K | – | 198 |
|
|
2018
Q4 | $462K | Sell |
4,351
-709
| -14% | -$75.3K | 0.15% | 101 |
|
|
2018
Q3 | $793K | Buy |
5,060
+68
| +1% | +$10.7K | 0.26% | 82 |
|
|
2018
Q2 | $852K | Buy |
4,992
+657
| +15% | +$112K | 0.28% | 81 |
|
|
2018
Q1 | $611K | Buy |
4,335
+224
| +5% | +$31.6K | 0.21% | 100 |
|
|
2017
Q4 | $611K | Buy |
4,111
+134
| +3% | +$19.9K | 0.21% | 94 |
|
|
2017
Q3 | $542K | Buy |
3,977
+582
| +17% | +$79.3K | 0.23% | 96 |
|
|
2017
Q2 | $433K | Buy |
3,395
+137
| +4% | +$17.5K | 0.21% | 88 |
|
|
2017
Q1 | $488K | Buy |
3,258
+238
| +8% | +$35.6K | 0.25% | 86 |
|
|
2016
Q4 | $500K | Buy |
+3,020
| New | +$500K | 0.26% | 86 |
|