Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,937
| Closed | -$211K | – | 486 |
|
|
2019
Q2 | $211K | Hold |
1,937
| – | – | 0.02% | 427 |
|
|
2019
Q1 | $238K | Hold |
1,937
| – | – | 0.02% | 405 |
|
|
2018
Q4 | $206K | Hold |
1,937
| – | – | 0.02% | 395 |
|
|
2018
Q3 | $335K | Buy |
1,937
+125
| +7% | +$21.6K | 0.03% | 329 |
|
|
2018
Q2 | $312K | Sell |
1,812
-125
| -6% | -$21.5K | 0.03% | 350 |
|
|
2018
Q1 | $273K | Buy |
1,937
+672
| +53% | +$94.7K | 0.03% | 386 |
|
|
2017
Q4 | $188K | Hold |
1,265
| – | – | 0.02% | 512 |
|
|
2017
Q3 | $172K | Buy |
1,265
+125
| +11% | +$17K | 0.02% | 530 |
|
|
2017
Q2 | $146K | Buy |
1,140
+44
| +4% | +$5.64K | 0.02% | 555 |
|
|
2017
Q1 | $164K | Buy |
+1,096
| New | +$164K | 0.02% | 459 |
|