United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,245
| Closed | -$441K | – | 1077 |
|
|
2022
Q4 | $441K | Buy |
3,245
+44
| +1% | +$5.98K | ﹤0.01% | 780 |
|
|
2022
Q3 | $399K | Sell |
3,201
-30
| -0.9% | -$3.74K | ﹤0.01% | 819 |
|
|
2022
Q2 | $386K | Sell |
3,231
-67
| -2% | -$8K | ﹤0.01% | 867 |
|
|
2022
Q1 | $444K | Sell |
3,298
-160
| -5% | -$21.5K | ﹤0.01% | 867 |
|
|
2021
Q4 | $332K | Buy |
3,458
+200
| +6% | +$19.2K | ﹤0.01% | 990 |
|
|
2021
Q3 | $315K | Hold |
3,258
| – | – | ﹤0.01% | 987 |
|
|
2021
Q2 | $315K | Buy |
3,258
+408
| +14% | +$39.4K | ﹤0.01% | 1006 |
|
|
2021
Q1 | $232K | Buy |
+2,850
| New | +$232K | ﹤0.01% | 1069 |
|
|
2015
Q3 | – | Sell |
-2,084
| Closed | -$389K | – | 1325 |
|
|
2015
Q2 | $389K | Buy |
2,084
+225
| +12% | +$42K | ﹤0.01% | 1007 |
|
|
2015
Q1 | $410K | Buy |
+1,859
| New | +$410K | 0.01% | 978 |
|