Arbor Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $200K | Sell |
3,274
-477
| -13% | -$29.1K | 0.04% | 62 |
|
|
2021
Q3 | $221K | Sell |
3,751
-194
| -5% | -$11.4K | 0.05% | 46 |
|
|
2021
Q2 | $249K | Buy |
+3,945
| New | +$249K | 0.06% | 46 |
|
|
2020
Q1 | – | Sell |
-4,737
| Closed | -$331K | – | 61 |
|
|
2019
Q4 | $331K | Buy |
4,737
+603
| +15% | +$42.1K | 0.14% | 52 |
|
|
2019
Q3 | $292K | Sell |
4,134
-124
| -3% | -$8.76K | 0.15% | 46 |
|
|
2019
Q2 | $326K | Sell |
4,258
-326
| -7% | -$25K | 0.18% | 48 |
|
|
2019
Q1 | $370K | Buy |
4,584
+1,188
| +35% | +$95.9K | 0.22% | 47 |
|
|
2018
Q4 | $232K | Buy |
+3,396
| New | +$232K | 0.2% | 44 |
|
|
2018
Q2 | – | Sell |
-2,992
| Closed | -$244K | – | 70 |
|
|
2018
Q1 | $244K | Sell |
2,992
-18
| -0.6% | -$1.47K | 0.21% | 53 |
|
|
2017
Q4 | $251K | Buy |
+3,010
| New | +$251K | 0.19% | 58 |
|
|
2016
Q2 | – | Sell |
-3,909
| Closed | -$350K | – | 71 |
|
|
2016
Q1 | $350K | Sell |
3,909
-139
| -3% | -$12.4K | 0.36% | 57 |
|
|
2015
Q4 | $322K | Buy |
+4,048
| New | +$322K | 0.35% | 64 |
|