Milestone Advisory Partners’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
Q3 | $821K | Buy |
5,548
+562
| +11% | +$83.1K | 0.68% | 30 |
|
|
2023
Q2 | $642K | Sell |
4,986
-5,607
| -53% | -$722K | 0.58% | 35 |
|
|
2023
Q1 | $1.35M | Sell |
10,593
-1,415
| -12% | -$181K | 1.25% | 22 |
|
|
2022
Q4 | $1.63M | Hold |
12,008
| – | – | 1.21% | 20 |
|
|
2022
Q3 | $1.5M | Sell |
12,008
-6,683
| -36% | -$834K | 1.12% | 21 |
|
|
2022
Q2 | $2.26M | Sell |
18,691
-627
| -3% | -$75.8K | 1.83% | 15 |
|
|
2022
Q1 | $2.6M | Buy |
+19,318
| New | +$2.6M | 1.4% | 21 |
|