Bredin Investment’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.01M | Hold |
14,500
| – | – | 0.83% | 34 |
|
|
2019
Q3 | $1.02M | Hold |
14,500
| – | – | 0.89% | 34 |
|
|
2019
Q2 | $1.13M | Hold |
14,500
| – | – | 0.98% | 31 |
|
|
2019
Q1 | $1.17M | Buy |
14,500
+2,193
| +18% | +$177K | 1.02% | 22 |
|
|
2018
Q4 | $839K | Hold |
12,307
| – | – | 0.79% | 34 |
|
|
2018
Q3 | $1.05M | Hold |
12,307
| – | – | 0.85% | 31 |
|
|
2018
Q2 | $1.02M | Hold |
12,307
| – | – | 0.78% | 25 |
|
|
2018
Q1 | $918K | Hold |
12,307
| – | – | 0.79% | 30 |
|
|
2017
Q4 | $1.05M | Buy |
+12,307
| New | +$1.05M | 0.84% | 25 |
|