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