Berman Capital Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $670K | Buy |
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|
2021
Q2 | $565K | Buy |
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|
2021
Q1 | $337K | Buy |
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|
2020
Q4 | $117K | Sell |
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|
2020
Q3 | $482K | Buy |
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|
2020
Q2 | $587K | Sell |
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|
2020
Q1 | $713K | Buy |
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|
2019
Q4 | $310K | Sell |
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|
2019
Q3 | $328K | Sell |
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|
2019
Q2 | $425K | Sell |
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|
2019
Q1 | $870K | Buy |
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|
2018
Q4 | $677K | Sell |
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|
2018
Q3 | $1.21M | Sell |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $989K | Sell |
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|
2017
Q4 | $1.16M | Buy |
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