JMG Financial Group’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 |
-2,387
| Closed | -$353K | – | 123 |
|
2023
Q3 | $353K | Buy |
2,387
+414
| +21% | +$61.2K | 0.02% | 89 |
|
2023
Q2 | $254K | Hold |
1,973
| – | – | 0.01% | 100 |
|
2023
Q1 | $252K | Hold |
1,973
| – | – | 0.01% | 100 |
|
2022
Q4 | $268K | Buy |
+1,973
| New | +$268K | 0.01% | 94 |
|
2022
Q2 | – | Sell |
-3,333
| Closed | -$448K | – | 103 |
|
2022
Q1 | $448K | Buy |
+3,333
| New | +$448K | 0.02% | 62 |
|