A detailed history of Sea Crest Wealth Management, LLC transactions in Spdr Ser Tr Oil & Gas Explorat stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 7,638 shares of XOP stock, worth $1.11 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,638
Previous 7,314 4.43%
Holding current value
$1.11 Million
Previous $1 Million 18.18%
% of portfolio
0.15%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$128.16 - $154.93 $41,523 - $50,197
324 Added 4.43%
7,638 $1.18 Million
Q4 2023

Jan 18, 2024

SELL
$129.44 - $152.97 $11,520 - $13,614
-89 Reduced 1.2%
7,314 $1 Million
Q3 2023

Oct 12, 2023

BUY
$125.17 - $153.81 $125 - $153
1 Added 0.01%
7,403 $1.09 Million
Q2 2023

Jul 14, 2023

BUY
$116.28 - $134.84 $72,326 - $83,870
622 Added 9.17%
7,402 $953,000
Q1 2023

May 11, 2023

SELL
$117.03 - $145.45 $7,372 - $9,163
-63 Reduced 0.92%
6,780 $865,000
Q4 2022

Feb 14, 2023

BUY
$130.31 - $160.62 $5,994 - $7,388
46 Added 0.68%
6,843 $929,000
Q3 2022

Nov 14, 2022

SELL
N/A
-3,949 Reduced 36.75%
6,797 $848,000
Q2 2022

Aug 09, 2022

SELL
N/A
-15 Reduced 0.14%
10,746 $1.28 Million
Q1 2022

May 16, 2022

BUY
N/A
6,711 Added 165.7%
10,761 $1.45 Million
Q4 2021

Feb 11, 2022

BUY
N/A
100 Added 2.53%
4,050 $388,000
Q3 2021

Nov 16, 2021

BUY
N/A
275 Added 7.48%
3,950 $382,000
Q1 2021

May 17, 2021

BUY
N/A
3,675 New
3,675 $299,000

Others Institutions Holding XOP

About SPDR SER TR OIL & GAS EXPLORAT


  • Ticker XOP
  • Sector ETFs
  • Industry ETFs
More about XOP
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.