Alterity Financial Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.23M | Sell |
12,266
-20
| -0.2% | -$2K | 1.75% | 15 |
|
|
2023
Q3 | $1.44M | Hold |
12,286
| – | – | 2.29% | 11 |
|
|
2023
Q2 | $1.32M | Sell |
12,286
-25
| -0.2% | -$2.68K | 1.9% | 15 |
|
|
2023
Q1 | $1.35M | Hold |
12,311
| – | – | 1.98% | 15 |
|
|
2022
Q4 | $1.36M | Hold |
12,311
| – | – | 2.2% | 13 |
|
|
2022
Q3 | $1.08M | Sell |
12,311
-4,749
| -28% | -$415K | 1.74% | 19 |
|
|
2022
Q2 | $1.46M | Buy |
+17,060
| New | +$1.46M | 2.17% | 13 |
|
|
2021
Q4 | $1.04M | Buy |
+17,060
| New | +$1.04M | 1.12% | 22 |
|
|
2021
Q1 | $1.41M | Buy |
+17,060
| New | +$1.41M | 1.7% | 15 |
|