55I LLC’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.53M | Buy |
51,866
+33,760
| +186% | +$2.95M | 0.13% | 109 |
|
|
2022
Q2 | $1.55M | Buy |
18,106
+1,765
| +11% | +$151K | 0.04% | 198 |
|
|
2022
Q1 | $1.35M | Buy |
16,341
+1,432
| +10% | +$118K | 0.03% | 223 |
|
|
2021
Q4 | $912K | Buy |
14,909
+2,646
| +22% | +$162K | 0.02% | 253 |
|
|
2021
Q3 | $721K | Buy |
12,263
+386
| +3% | +$22.7K | 0.02% | 270 |
|
|
2021
Q2 | $749K | Buy |
11,877
+1,844
| +18% | +$116K | 0.03% | 211 |
|
|
2021
Q1 | $560K | Buy |
+10,033
| New | +$560K | 0.03% | 200 |
|
|
2020
Q4 | – | Sell |
-7,519
| Closed | -$258K | – | 299 |
|
|
2020
Q3 | $258K | Buy |
7,519
+1,872
| +33% | +$64.2K | 0.02% | 234 |
|
|
2020
Q2 | $253K | Buy |
+5,647
| New | +$253K | 0.04% | 185 |
|