Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Buy |
+12,243
| New | +$12.3K | ﹤0.01% | 750 |
|
|
2023
Q2 | – | Sell |
-20,077
| Closed | -$20.5K | – | 654 |
|
|
2023
Q1 | $20.5K | Buy |
+20,077
| New | +$20.5K | ﹤0.01% | 600 |
|
|
2022
Q2 | – | Sell |
-27,314
| Closed | -$47K | – | 599 |
|
|
2022
Q1 | $47K | Buy |
+27,314
| New | +$47K | ﹤0.01% | 563 |
|
|
2021
Q2 | – | Sell |
-609
| Closed | -$50K | – | 1754 |
|
|
2021
Q1 | $50K | Buy |
609
+549
| +915% | +$45.1K | ﹤0.01% | 836 |
|
|
2020
Q4 | $4K | Sell |
60
-69
| -53% | -$4.6K | ﹤0.01% | 1405 |
|
|
2020
Q3 | $5K | Buy |
129
+69
| +115% | +$2.67K | ﹤0.01% | 1224 |
|
|
2020
Q2 | $3K | Buy |
60
+15
| +33% | +$750 | ﹤0.01% | 1618 |
|
|
2020
Q1 | $2K | Sell |
45
-1
| -2% | -$44 | ﹤0.01% | 1537 |
|
|
2019
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 1347 |
|
|
2019
Q3 | $4K | Buy |
46
+13
| +39% | +$1.13K | ﹤0.01% | 1264 |
|
|
2019
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 1293 |
|
|
2019
Q1 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 1251 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | -$1K | – | 1741 |
|
|
2018
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1688 |
|
|
2018
Q1 | – | Sell |
-250
| Closed | -$37K | – | 1642 |
|
|
2017
Q4 | $37K | Buy |
+250
| New | +$37K | 0.01% | 535 |
|