OneDigital Investment Advisors’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
Q4
Sell
-2,317
Closed -$343K 1156
2023
Q3
$343K Buy
+2,317
New +$343K 0.01% 764
2023
Q1
Sell
-2,415
Closed -$328K 996
2022
Q4
$328K Buy
+2,415
New +$328K 0.01% 641
2018
Q3
Sell
-100
Closed -$17K 1292
2018
Q2
$17K Buy
+100
New +$17K ﹤0.01% 882