JFS Wealth 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
2023
Q4
Sell
-38
Closed -$5.62K 2048
2023
Q3
$5.62K Buy
+38
New +$5.62K ﹤0.01% 951
2015
Q3
Sell
-125
Closed -$23K 581
2015
Q2
$23K Buy
+125
New +$23K 0.01% 258