KWB Wealth’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
2024 Q4	–	Sell	-2,961	Closed	-$431K	–	152
2024 Q3	$431K	Buy	2,961 +88	+3%	+$12.8K	0.06%	85
2024 Q2	$445K	Hold	2,873	–	–	0.06%	82
2024 Q1	$445K	Buy	2,873 +441	+18%	+$68.3K	0.06%	82
2023 Q4	$333K	Buy	+2,432	New	+$333K	0.05%	102