BKS Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $256K | Hold |
3,165
| – | – | 0.1% | 178 |
|
|
2018
Q4 | $216K | Sell |
3,165
-1,759
| -36% | -$120K | 0.1% | 186 |
|
|
2018
Q3 | $418K | Sell |
4,924
-215
| -4% | -$18.3K | 0.15% | 142 |
|
|
2018
Q2 | $425K | Buy |
5,139
+1,331
| +35% | +$110K | 0.15% | 145 |
|
|
2018
Q1 | $284K | Buy |
3,808
+1,166
| +44% | +$87K | 0.1% | 165 |
|
|
2017
Q4 | $221K | Sell |
2,642
-1,945
| -42% | -$163K | 0.08% | 190 |
|
|
2017
Q3 | $376K | Buy |
4,587
+1,205
| +36% | +$98.8K | 0.15% | 136 |
|
|
2017
Q2 | $273K | Buy |
3,382
+305
| +10% | +$24.6K | 0.11% | 159 |
|
|
2017
Q1 | $252K | Buy |
+3,077
| New | +$252K | 0.11% | 160 |
|
|
2016
Q4 | – | Sell |
-1,628
| Closed | -$142K | – | 244 |
|
|
2016
Q3 | $142K | Buy |
+1,628
| New | +$142K | 0.07% | 190 |
|