Access Financial Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,477
| Closed | -$1.19M | – | 79 |
|
|
2019
Q2 | $1.19M | Sell |
15,477
-595
| -4% | -$45.6K | 0.9% | 37 |
|
|
2019
Q1 | $1.3M | Buy |
16,072
+5
| +0% | +$404 | 1.02% | 35 |
|
|
2018
Q4 | $1.1M | Sell |
16,067
-4,788
| -23% | -$327K | 0.98% | 34 |
|
|
2018
Q3 | $1.77M | Buy |
20,855
+695
| +3% | +$59.1K | 1.22% | 14 |
|
|
2018
Q2 | $1.67M | Sell |
20,160
-25
| -0.1% | -$2.07K | 1.17% | 18 |
|
|
2018
Q1 | $1.51M | Buy |
20,185
+360
| +2% | +$26.9K | 1.11% | 24 |
|
|
2017
Q4 | $1.66M | Buy |
19,825
+3,325
| +20% | +$278K | 1.14% | 22 |
|
|
2017
Q3 | $1.35M | Buy |
16,500
+473
| +3% | +$38.8K | 1.03% | 31 |
|
|
2017
Q2 | $1.29M | Buy |
16,027
+1,780
| +12% | +$144K | 1.06% | 29 |
|
|
2017
Q1 | $1.17M | Buy |
14,247
+4,529
| +47% | +$371K | 0.98% | 32 |
|
|
2016
Q4 | $877K | Buy |
+9,718
| New | +$877K | 0.8% | 35 |
|