Integrated Wealth Concepts’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
2025
Q2
$1.69M Sell
13,410
-3,164
-19% -$398K 0.02% 674
2025
Q1
$2.18M Buy
16,574
+2,593
+19% +$342K 0.03% 556
2024
Q4
$1.85M Buy
13,981
+245
+2% +$32.4K 0.02% 588
2024
Q3
$1.81M Sell
13,736
-2,449
-15% -$322K 0.02% 576
2024
Q2
$2.35M Buy
16,185
+1,379
+9% +$201K 0.03% 462
2024
Q1
$2.29M Buy
14,806
+45
+0.3% +$6.97K 0.03% 477
2023
Q4
$2.02M Sell
14,761
-4,469
-23% -$612K 0.03% 477
2023
Q3
$2.84M Buy
19,230
+705
+4% +$104K 0.05% 337
2023
Q2
$2.39M Sell
18,525
-162
-0.9% -$20.9K 0.04% 395
2023
Q1
$2.38M Buy
+18,687
New +$2.38M 0.05% 346