Summit Financial Wealth 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
2019
Q3
Sell
-3,289
Closed -$359K 155
2019
Q2
$359K Sell
3,289
-1,251
-28% -$137K 0.09% 115
2019
Q1
$548K Buy
+4,540
New +$548K 0.14% 86
2018
Q4
Sell
-11,693
Closed -$1.93M 150
2018
Q3
$1.93M Buy
+11,693
New +$1.93M 0.58% 50