J.W. Cole 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
2025
Q2
$1.02M Buy
+8,092
New +$1.02M 0.02% 663
2024
Q4
Sell
-2,297
Closed -$302K 1004
2024
Q3
$302K Buy
+2,297
New +$302K 0.01% 767
2023
Q1
Sell
-3,913
Closed -$532K 812
2022
Q4
$532K Buy
3,913
+389
+11% +$52.9K 0.04% 403
2022
Q3
$439K Buy
+3,524
New +$439K 0.04% 426