WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-40
| Closed | -$5.26K | – | 1195 |
|
|
2024
Q3 | $5.26K | Hold |
40
| – | – | ﹤0.01% | 731 |
|
|
2024
Q2 | $5.82K | Hold |
40
| – | – | ﹤0.01% | 697 |
|
|
2024
Q1 | $6.2K | Buy |
+40
| New | +$6.2K | ﹤0.01% | 680 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$6.21K | – | 882 |
|
|
2023
Q3 | $6.21K | Hold |
42
| – | – | ﹤0.01% | 646 |
|
|
2023
Q2 | $5.41K | Hold |
42
| – | – | ﹤0.01% | 672 |
|
|
2023
Q1 | $5.36K | Hold |
42
| – | – | ﹤0.01% | 671 |
|
|
2022
Q4 | $5.71K | Sell |
42
-20
| -32% | -$2.72K | ﹤0.01% | 318 |
|
|
2022
Q3 | $7.73K | Sell |
62
-670
| -92% | -$83.6K | 0.01% | 277 |
|
|
2022
Q2 | $87.5K | Buy |
732
+27
| +4% | +$3.23K | 0.06% | 138 |
|
|
2022
Q1 | $94.9K | Buy |
+705
| New | +$94.9K | 0.06% | 135 |
|