Berman Capital Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $670K | Buy |
11,408
+2,428
| +27% | +$143K | 0.11% | 105 |
|
|
2021
Q2 | $565K | Buy |
8,980
+2,928
| +48% | +$184K | 0.09% | 106 |
|
|
2021
Q1 | $337K | Buy |
6,052
+3,211
| +113% | +$179K | 0.07% | 133 |
|
|
2020
Q4 | $117K | Sell |
2,841
-11,249
| -80% | -$463K | 0.03% | 231 |
|
|
2020
Q3 | $482K | Buy |
14,090
+924
| +7% | +$31.6K | 0.14% | 73 |
|
|
2020
Q2 | $587K | Sell |
13,166
-5,656
| -30% | -$252K | 0.15% | 62 |
|
|
2020
Q1 | $713K | Buy |
18,822
+14,368
| +323% | +$544K | 0.23% | 54 |
|
|
2019
Q4 | $310K | Sell |
4,454
-199
| -4% | -$13.9K | 0.09% | 104 |
|
|
2019
Q3 | $328K | Sell |
4,653
-894
| -16% | -$63K | 0.1% | 92 |
|
|
2019
Q2 | $425K | Sell |
5,547
-5,230
| -49% | -$401K | 0.14% | 73 |
|
|
2019
Q1 | $870K | Buy |
10,777
+833
| +8% | +$67.2K | 0.29% | 40 |
|
|
2018
Q4 | $677K | Sell |
9,944
-4,342
| -30% | -$296K | 0.27% | 41 |
|
|
2018
Q3 | $1.21M | Sell |
14,286
-460
| -3% | -$39.1K | 0.51% | 25 |
|
|
2018
Q2 | $1.22M | Buy |
14,746
+1,490
| +11% | +$123K | 0.42% | 31 |
|
|
2018
Q1 | $989K | Sell |
13,256
-587
| -4% | -$43.8K | 0.38% | 39 |
|
|
2017
Q4 | $1.16M | Buy |
+13,843
| New | +$1.16M | 0.38% | 39 |
|