20/20 Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $247K | Buy |
3,908
+270
| +7% | +$17.1K | 0.06% | 148 |
|
2021
Q1 | $203K | Buy |
+3,638
| New | +$203K | 0.06% | 151 |
|
2020
Q3 | – | Sell |
-5,206
| Closed | -$226K | – | 159 |
|
2020
Q2 | $226K | Sell |
5,206
-2,064
| -28% | -$89.6K | 0.09% | 128 |
|
2020
Q1 | $322K | Buy |
7,270
+2,926
| +67% | +$130K | 0.14% | 101 |
|
2019
Q4 | $269K | Buy |
+4,344
| New | +$269K | 0.11% | 126 |
|