Plante Moran Financial 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
2020
Q1
Sell
-2,500
Closed -$237K 866
2019
Q4
$237K Buy
2,500
+1,500
+150% +$142K 0.08% 135
2019
Q3
$89K Buy
+1,000
New +$89K 0.03% 253