Valley Financial Management’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
Q2
$6.32M Buy
49,023
+16,165
+49% +$2.08M 3.27% 14
2023
Q1
$4.19M Sell
32,858
-5,193
-14% -$663K 2.59% 15
2022
Q4
$5.17M Buy
38,051
+13,796
+57% +$1.87M 2.88% 16
2022
Q3
$3.03M Buy
+24,255
New +$3.03M 1.81% 19