Marks 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
Q2
Sell
-126,881
Closed -$19.7M 24
2024
Q1
$19.7M Buy
+126,881
New +$19.7M 7.43% 4
2022
Q1
Sell
-2,202
Closed -$211K 42
2021
Q4
$211K Sell
2,202
-155,615
-99% -$14.9M 0.07% 34
2021
Q3
$15.3M Sell
157,817
-122,400
-44% -$11.8M 4.99% 7
2021
Q2
$27.1M Buy
280,217
+73,851
+36% +$7.14M 9.14% 3
2021
Q1
$16.8M Buy
+206,366
New +$16.8M 5.52% 8