Trek Financial’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
2023
Q4
Sell
-1,800
Closed -$266K 361
2023
Q3
$266K Buy
+1,800
New +$266K 0.02% 238
2022
Q3
Sell
-32,389
Closed -$3.87M 245
2022
Q2
$3.87M Buy
+32,389
New +$3.87M 0.39% 43
2021
Q4
Sell
-2,730
Closed -$264K 244
2021
Q3
$264K Buy
+2,730
New +$264K 0.03% 165