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