Asset Planning Services (Pennsylvania)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-527
| Closed | -$37K | – | 265 |
|
|
2019
Q3 | $37K | Buy |
527
+6
| +1% | +$421 | 0.02% | 147 |
|
|
2019
Q2 | $40K | Sell |
521
-193
| -27% | -$14.8K | 0.02% | 142 |
|
|
2019
Q1 | $58K | Buy |
714
+7
| +1% | +$569 | 0.03% | 121 |
|
|
2018
Q4 | $48K | Buy |
707
+7
| +1% | +$475 | 0.02% | 127 |
|
|
2018
Q3 | $58K | Sell |
700
-23
| -3% | -$1.91K | 0.03% | 119 |
|
|
2018
Q2 | $60K | Sell |
723
-246
| -25% | -$20.4K | 0.03% | 118 |
|
|
2018
Q1 | $72K | Sell |
969
-1,448
| -60% | -$108K | 0.04% | 109 |
|
|
2017
Q4 | $202K | Sell |
2,417
-377
| -13% | -$31.5K | 0.1% | 68 |
|
|
2017
Q3 | $229K | Sell |
2,794
-212
| -7% | -$17.4K | 0.13% | 65 |
|
|
2017
Q2 | $243K | Sell |
3,006
-142
| -5% | -$11.5K | 0.16% | 61 |
|
|
2017
Q1 | $258K | Buy |
3,148
+600
| +24% | +$49.2K | 0.17% | 57 |
|
|
2016
Q4 | $230K | Sell |
2,548
-115
| -4% | -$10.4K | 0.18% | 57 |
|
|
2016
Q3 | $232K | Sell |
2,663
-105
| -4% | -$9.15K | 0.19% | 57 |
|
|
2016
Q2 | $259K | Hold |
2,768
| – | – | 0.22% | 54 |
|
|
2016
Q1 | $231K | Buy |
2,768
+24
| +0.9% | +$2K | 0.21% | 56 |
|
|
2015
Q4 | $214K | Buy |
2,744
+2,712
| +8,475% | +$212K | 0.21% | 52 |
|
|
2015
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 220 |
|
|
2015
Q2 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 226 |
|