KWM
Kingsview Wealth Management’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
+5,690
| New | +$716K | 0.01% | 666 |
|
|
2020
Q4 | – | Sell |
-5,217
| Closed | -$219K | – | 736 |
|
|
2020
Q3 | $219K | Buy |
+5,217
| New | +$219K | 0.02% | 555 |
|
|
2020
Q1 | – | Sell |
-1,847
| Closed | -$44K | – | 537 |
|
|
2019
Q4 | $44K | Buy |
+1,847
| New | +$44K | 0.01% | 456 |
|
|
2019
Q2 | – | Sell |
-11,603
| Closed | -$357K | – | 477 |
|
|
2019
Q1 | $357K | Buy |
+11,603
| New | +$357K | 0.05% | 320 |
|
|
2018
Q4 | – | Sell |
-28,766
| Closed | -$1.25M | – | 382 |
|
|
2018
Q3 | $1.25M | Sell |
28,766
-75,499
| -72% | -$3.27M | 0.25% | 122 |
|
|
2018
Q2 | $4.49M | Buy |
+104,265
| New | +$4.49M | 1.07% | 13 |
|