Benson Investment Management Company’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-965
| Closed | -$67K | – | 63 |
|
|
2019
Q4 | $67K | Hold |
965
| – | – | 0.04% | 47 |
|
|
2019
Q3 | $68K | Hold |
965
| – | – | 0.05% | 48 |
|
|
2019
Q2 | $74K | Hold |
965
| – | – | 0.06% | 45 |
|
|
2019
Q1 | $78K | Hold |
965
| – | – | 0.06% | 47 |
|
|
2018
Q4 | $66K | Sell |
965
-200
| -17% | -$13.7K | 0.06% | 49 |
|
|
2018
Q3 | $99K | Hold |
1,165
| – | – | 0.07% | 50 |
|
|
2018
Q2 | $96K | Hold |
1,165
| – | – | 0.08% | 50 |
|
|
2018
Q1 | $87K | Sell |
1,165
-1,511
| -56% | -$113K | 0.07% | 55 |
|
|
2017
Q4 | $224K | Hold |
2,676
| – | – | 0.17% | 55 |
|
|
2017
Q3 | $219K | Hold |
2,676
| – | – | 0.18% | 55 |
|
|
2017
Q2 | $216K | Hold |
2,676
| – | – | 0.19% | 54 |
|
|
2017
Q1 | $219K | Hold |
2,676
| – | – | 0.22% | 51 |
|
|
2016
Q4 | $242K | Buy |
+2,676
| New | +$242K | 0.24% | 51 |
|