SWA
SFMG Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,670
| Closed | -$243K | – | 286 |
|
|
2024
Q2 | $243K | Hold |
1,670
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $259K | Hold |
1,670
| – | – | 0.02% | 216 |
|
|
2023
Q4 | $229K | Hold |
1,670
| – | – | 0.02% | 221 |
|
|
2023
Q3 | $247K | Hold |
1,670
| – | – | 0.03% | 200 |
|
|
2023
Q2 | $215K | Hold |
1,670
| – | – | 0.02% | 219 |
|
|
2023
Q1 | $213K | Hold |
1,670
| – | – | 0.02% | 225 |
|
|
2022
Q4 | $227K | Hold |
1,670
| – | – | 0.03% | 213 |
|
|
2022
Q3 | $233K | Sell |
1,670
-531
| -24% | -$74.1K | 0.03% | 200 |
|
|
2022
Q2 | $263K | Buy |
2,201
+11
| +0.5% | +$1.31K | 0.03% | 196 |
|
|
2022
Q1 | $295K | Buy |
+2,190
| New | +$295K | 0.03% | 202 |
|