AlphaQ Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,523
Closed -$293K 159
2024
Q1
$293K Sell
2,523
-262
-9% -$30.5K 0.18% 124
2023
Q4
$278K Sell
2,785
-1,090
-28% -$109K 0.19% 123
2023
Q3
$456K Sell
3,875
-743
-16% -$87.4K 0.4% 68
2023
Q2
$495K Buy
4,618
+1,382
+43% +$148K 0.36% 72
2023
Q1
$355K Sell
3,236
-756
-19% -$82.9K 0.3% 96
2022
Q4
$440K Buy
+3,992
New +$440K 0.38% 76