Blue Chip Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,196
| Closed | -$223K | – | 110 |
|
|
2019
Q4 | $223K | Sell |
3,196
-703
| -18% | -$49.1K | 0.21% | 98 |
|
|
2019
Q3 | $275K | Sell |
3,899
-204
| -5% | -$14.4K | 0.29% | 76 |
|
|
2019
Q2 | $314K | Sell |
4,103
-541
| -12% | -$41.4K | 0.33% | 68 |
|
|
2019
Q1 | $375K | Sell |
4,644
-946
| -17% | -$76.4K | 0.43% | 61 |
|
|
2018
Q4 | $381K | Sell |
5,590
-306
| -5% | -$20.9K | 0.5% | 54 |
|
|
2018
Q3 | $501K | Sell |
5,896
-1,889
| -24% | -$161K | 0.5% | 56 |
|
|
2018
Q2 | $644K | Sell |
7,785
-311
| -4% | -$25.7K | 0.7% | 40 |
|
|
2018
Q1 | $604K | Buy |
+8,096
| New | +$604K | 0.62% | 43 |
|