AIS
Accurate Investment Solutions’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-26,999
| Closed | -$1.03M | – | 414 |
|
|
2020
Q1 | $1.03M | Sell |
26,999
-22,030
| -45% | -$836K | 0.83% | 31 |
|
|
2019
Q4 | $3.42M | Sell |
49,029
-871
| -2% | -$60.8K | 2.23% | 22 |
|
|
2019
Q3 | $3.52M | Sell |
49,900
-670
| -1% | -$47.3K | 2.57% | 23 |
|
|
2019
Q2 | $3.88M | Buy |
50,570
+1,289
| +3% | +$98.8K | 2.95% | 18 |
|
|
2019
Q1 | $3.98M | Buy |
49,281
+9,197
| +23% | +$743K | 3.13% | 13 |
|
|
2018
Q4 | $2.73M | Sell |
40,084
-7,811
| -16% | -$533K | 2.47% | 23 |
|
|
2018
Q3 | $4.07M | Buy |
47,895
+348
| +0.7% | +$29.6K | 2.82% | 13 |
|
|
2018
Q2 | $3.93M | Buy |
47,547
+2,144
| +5% | +$177K | 2.89% | 10 |
|
|
2018
Q1 | $3.39M | Buy |
45,403
+3,218
| +8% | +$240K | 2.56% | 20 |
|
|
2017
Q4 | $3.53M | Sell |
42,185
-2,654
| -6% | -$222K | 2.59% | 17 |
|
|
2017
Q3 | $3.68M | Buy |
44,839
+1,071
| +2% | +$87.8K | 2.77% | 15 |
|
|
2017
Q2 | $3.53M | Buy |
43,768
+997
| +2% | +$80.5K | 2.91% | 11 |
|
|
2017
Q1 | $3.51M | Buy |
42,771
+5,143
| +14% | +$422K | 2.84% | 16 |
|
|
2016
Q4 | $3.4M | Buy |
37,628
+531
| +1% | +$47.9K | 3.03% | 8 |
|
|
2016
Q3 | $3.24M | Buy |
37,097
+731
| +2% | +$63.8K | 2.96% | 8 |
|
|
2016
Q2 | $3.41M | Sell |
36,366
-2,198
| -6% | -$206K | 3.66% | 1 |
|
|
2016
Q1 | $3.22M | Buy |
38,564
+6,900
| +22% | +$577K | 3.08% | 3 |
|
|
2015
Q4 | $2.47M | Buy |
+31,664
| New | +$2.47M | 2.26% | 15 |
|