IWA
Intercontinental Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $377K | Sell |
2,925
-260
| -8% | -$33.5K | 0.09% | 223 |
|
|
2023
Q1 | $406K | Sell |
3,185
-104
| -3% | -$13.3K | 0.1% | 219 |
|
|
2022
Q4 | $447K | Sell |
3,289
-295
| -8% | -$40.1K | 0.13% | 184 |
|
|
2022
Q3 | $447K | Sell |
3,584
-840
| -19% | -$105K | 0.14% | 170 |
|
|
2022
Q2 | $529K | Sell |
4,424
-67
| -1% | -$8.01K | 0.14% | 153 |
|
|
2022
Q1 | $604K | Sell |
4,491
-319
| -7% | -$42.9K | 0.14% | 159 |
|
|
2021
Q4 | $461K | Sell |
4,810
-60
| -1% | -$5.75K | 0.1% | 196 |
|
|
2021
Q3 | $471K | Sell |
4,870
-1,902
| -28% | -$184K | 0.11% | 172 |
|
|
2021
Q2 | $655K | Sell |
6,772
-229
| -3% | -$22.1K | 0.13% | 136 |
|
|
2021
Q1 | $569K | Sell |
7,001
-354
| -5% | -$28.8K | 0.12% | 149 |
|
|
2020
Q4 | $430K | Buy |
7,355
+425
| +6% | +$24.8K | 0.1% | 159 |
|
|
2020
Q3 | $292K | Buy |
6,930
+1,328
| +24% | +$56K | 0.09% | 163 |
|
|
2020
Q2 | $292K | Buy |
+5,602
| New | +$292K | 0.09% | 149 |
|