IWS
Insight Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
1,720
-77,663
| -98% | -$9.86M | 0.03% | 165 |
|
|
2025
Q1 | $10.5M | Buy |
79,383
+15,479
| +24% | +$2.04M | 1.41% | 20 |
|
|
2024
Q4 | $8.46M | Buy |
63,904
+1,578
| +3% | +$209K | 1.13% | 23 |
|
|
2024
Q3 | $8.2M | Buy |
62,326
+6,438
| +12% | +$847K | 1.08% | 24 |
|
|
2024
Q2 | $8.13M | Buy |
55,888
+147
| +0.3% | +$21.4K | 1.16% | 24 |
|
|
2024
Q1 | $8.64M | Buy |
55,741
+7,835
| +16% | +$1.21M | 1.27% | 21 |
|
|
2023
Q4 | $6.56M | Buy |
+47,906
| New | +$6.56M | 1.06% | 23 |
|