Winch Advisory Services’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
2022 Q3	–	Sell	-406	Closed	-$48K	–	438
2022 Q2	$48K	Buy	+406	New	+$57K	0.02%	123
2020 Q1	–	Sell	-8,458	Closed	-$802K	–	387
2019 Q4	$802K	Sell	8,458 -2,179	-20%	-$189K	0.38%	36
2019 Q3	$951K	Sell	10,637 -15,202	-59%	-$1.43M	0.5%	33
2019 Q2	$2.82M	Sell	25,839 -135	-0.5%	-$15.6K	1.47%	22
2019 Q1	$3.19M	Buy	25,974 +3,049	+13%	+$367K	1.77%	18
2018 Q4	$2.43M	Sell	22,925 -4,109	-15%	-$574K	1.35%	21
2018 Q3	$4.68M	Buy	27,034 +461	+2%	+$77.6K	2.35%	17
2018 Q2	$4.58M	Buy	26,573 +18,258	+220%	+$2.94M	2.47%	16
2018 Q1	$1.17M	Buy	8,315 +8,298	+48,812%	+$1.19M	0.69%	41
2017 Q4	$2K	Hold	17	–	–	﹤0.01%	271
2017 Q3	$2K	Sell	17 -410	-96%	-$51.4K	﹤0.01%	261
2017 Q2	$54K	Sell	427 -1,353	-76%	-$185K	0.03%	109
2017 Q1	$267K	Buy	+1,780	New	+$277K	0.17%	72
2015 Q3	–	Sell	-12	Closed	-$2K	–	294
2015 Q2	$2K	Buy	+12	New	+$2.45K	﹤0.01%	257
2014 Q2	–	Sell	-6,605	Closed	-$1.9M	–	296
2014 Q1	$1.9M	Buy	+6,605	New	+$1.8M	1.2%	24