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 |
|