Birch Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$100 | – | 97 |
|
|
2023
Q4 | $100 | Hold |
1
| – | – | ﹤0.01% | 90 |
|
|
2023
Q3 | $118 | Hold |
1
| – | – | ﹤0.01% | 96 |
|
|
2023
Q2 | $107 | Buy |
+1
| New | +$107 | ﹤0.01% | 100 |
|
|
2020
Q4 | – | Sell |
-1,961
| Closed | -$67K | – | 104 |
|
|
2020
Q3 | $67K | Hold |
1,961
| – | – | 0.06% | 68 |
|
|
2020
Q2 | $88K | Hold |
1,961
| – | – | 0.08% | 68 |
|
|
2020
Q1 | $74K | Hold |
1,961
| – | – | 0.09% | 64 |
|
|
2019
Q4 | $137K | Buy |
+1,961
| New | +$137K | 0.13% | 58 |
|