6 Meridian’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-140,491
| Closed | -$5.33M | – | 468 |
|
2020
Q1 | $5.33M | Buy |
140,491
+26,479
| +23% | +$1.01M | 0.56% | 63 |
|
2019
Q4 | $7.96M | Buy |
114,012
+2,224
| +2% | +$155K | 0.7% | 44 |
|
2019
Q3 | $7.89M | Buy |
111,788
+6,632
| +6% | +$468K | 0.77% | 39 |
|
2019
Q2 | $8.06M | Buy |
105,156
+111
| +0.1% | +$8.51K | 0.81% | 39 |
|
2019
Q1 | $8.49M | Buy |
105,045
+14,327
| +16% | +$1.16M | 0.86% | 35 |
|
2018
Q4 | $6.19M | Sell |
90,718
-7,634
| -8% | -$521K | 0.71% | 44 |
|
2018
Q3 | $8.36M | Sell |
98,352
-20,656
| -17% | -$1.76M | 0.86% | 31 |
|
2018
Q2 | $9.85M | Sell |
119,008
-1,611
| -1% | -$133K | 1.04% | 28 |
|
2018
Q1 | $9M | Buy |
120,619
+6,736
| +6% | +$503K | 1.01% | 28 |
|
2017
Q4 | $9.53M | Buy |
+113,883
| New | +$9.53M | 1.1% | 26 |
|