Teamwork 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,490
| Closed | -$204K | – | 203 |
|
2023
Q4 | $204K | Sell |
1,490
-5,749
| -79% | -$787K | 0.04% | 177 |
|
2023
Q3 | $1.07M | Sell |
7,239
-764
| -10% | -$113K | 0.17% | 81 |
|
2023
Q2 | $1.03M | Buy |
8,003
+1,486
| +23% | +$191K | 0.17% | 82 |
|
2023
Q1 | $831K | Sell |
6,517
-6,061
| -48% | -$773K | 0.15% | 88 |
|
2022
Q4 | $1.71M | Sell |
12,578
-1,527
| -11% | -$207K | 0.34% | 46 |
|
2022
Q3 | $1.76M | Sell |
14,105
-300
| -2% | -$37.4K | 0.38% | 43 |
|
2022
Q2 | $1.72M | Sell |
14,405
-4,524
| -24% | -$540K | 0.38% | 56 |
|
2022
Q1 | $2.55M | Buy |
18,929
+11,618
| +159% | +$1.56M | 0.47% | 49 |
|
2021
Q4 | $701K | Buy |
7,311
+266
| +4% | +$25.5K | 0.13% | 154 |
|
2021
Q3 | $681K | Sell |
7,045
-9,724
| -58% | -$940K | 0.13% | 120 |
|
2021
Q2 | $1.62M | Buy |
+16,769
| New | +$1.62M | 0.33% | 54 |
|