Biegel & Waller’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$245K Buy
3,473
+51
+1% +$3.6K 0.14% 62
2019
Q2
$262K Sell
3,422
-92
-3% -$7.04K 0.13% 67
2019
Q1
$284K Buy
3,514
+206
+6% +$16.6K 0.15% 59
2018
Q4
$226K Buy
3,308
+107
+3% +$7.31K 0.13% 62
2018
Q3
$272K Buy
3,201
+114
+4% +$9.69K 0.16% 58
2018
Q2
$255K Buy
3,087
+5
+0.2% +$413 0.16% 56
2018
Q1
$230K Buy
3,082
+5
+0.2% +$373 0.15% 47
2017
Q4
$257K Sell
3,077
-284
-8% -$23.7K 0.15% 46
2017
Q3
$276K Buy
3,361
+250
+8% +$20.5K 0.17% 38
2017
Q2
$251K Sell
3,111
-2,350
-43% -$190K 0.15% 46
2017
Q1
$448K Buy
5,461
+211
+4% +$17.3K 0.31% 22
2016
Q4
$449K Buy
+5,250
New +$449K 0.31% 25