Insight Wealth Strategies, LLC XOP Holdings History
Insight Wealth Strategies, LLC's SPDR Oil & Gas Exploration and Production ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 1,720.00 shares of SPDR Oil & Gas Exploration and Production ETF(XOP), totaling $218,270.00. This investment constitutes 0.03% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.01% of the outstanding SPDR Oil & Gas Exploration and Production ETF(XOP) stock.
The initial trade took place in 2023Q4. And since then Insight Wealth Strategies, LLC has made 6 purchases of XOP, at an average price of $138.94, for a total of 79,383.00 shares. In addition, there have been 1 sales at an average price of $120.09 for 77,663.00 shares. Based on historical transaction data and XOP's current price of $127.99, Insight Wealth Strategies, LLC's estimated gain on his XOP holdings is $-1.48 Mil, reflecting a -13.45% gain to date.
Insight Wealth Strategies, LLC XOP ($127.99) Holding Chart
Insight Wealth Strategies, LLC XOP ($127.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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