Brinker Capital’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $376K | Buy |
8,405
+964
| +13% | +$43.1K | 0.01% | 778 |
|
|
2020
Q1 | $283K | Sell |
7,441
-6,308
| -46% | -$240K | 0.01% | 790 |
|
|
2019
Q4 | $959K | Buy |
13,749
+2,588
| +23% | +$181K | 0.03% | 524 |
|
|
2019
Q3 | $788K | Buy |
11,161
+4,475
| +67% | +$316K | 0.03% | 563 |
|
|
2019
Q2 | $512K | Sell |
6,686
-11,570
| -63% | -$886K | 0.02% | 679 |
|
|
2019
Q1 | $1.48M | Buy |
18,256
+11,444
| +168% | +$925K | 0.06% | 352 |
|
|
2018
Q4 | $465K | Sell |
6,812
-5,407
| -44% | -$369K | 0.02% | 624 |
|
|
2018
Q3 | $1.04M | Sell |
12,219
-10
| -0.1% | -$850 | 0.04% | 486 |
|
|
2018
Q2 | $1.01M | Sell |
12,229
-372
| -3% | -$30.8K | 0.04% | 475 |
|
|
2018
Q1 | $940K | Sell |
12,601
-2,332
| -16% | -$174K | 0.04% | 476 |
|
|
2017
Q4 | $1.25M | Sell |
14,933
-2,345
| -14% | -$196K | 0.05% | 359 |
|
|
2017
Q3 | $1.42M | Buy |
17,278
+2,695
| +18% | +$221K | 0.06% | 310 |
|
|
2017
Q2 | $1.18M | Buy |
14,583
+9,661
| +196% | +$780K | 0.05% | 336 |
|
|
2017
Q1 | $404K | Buy |
+4,922
| New | +$404K | 0.02% | 670 |
|
|
2013
Q3 | – | Sell |
-3,776
| Closed | -$341K | – | 153 |
|
|
2013
Q2 | $341K | Buy |
+3,776
| New | +$341K | 0.04% | 109 |
|