WealthSource Partners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $305K | Hold |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $287K | Hold |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $397K | Sell |
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|
2022
Q1 | $670K | Buy |
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|
2021
Q4 | $475K | Sell |
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|
2021
Q3 | $481K | Buy |
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|
2021
Q2 | $216K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $279K | Buy |
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