MSWM
Mader & Shannon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-78,480
| Closed | -$1.75M | – | 23 |
|
|
2019
Q3 | $1.75M | Buy |
+78,480
| New | +$1.75M | 1.39% | 13 |
|
|
2018
Q4 | – | Sell |
-191,332
| Closed | -$8.28M | – | 27 |
|
|
2018
Q3 | $8.28M | Buy |
+191,332
| New | +$8.28M | 6.42% | 6 |
|
|
2018
Q1 | – | Sell |
-158,181
| Closed | -$5.88M | – | 25 |
|
|
2017
Q4 | $5.88M | Buy |
+158,181
| New | +$5.88M | 4.3% | 6 |
|