Caliber Wealth Management (Utah)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,451
| Closed | -$2.24M | – | 65 |
|
|
2023
Q1 | $2.24M | Sell |
20,451
-157
| -0.8% | -$17.2K | 1.68% | 17 |
|
|
2022
Q4 | $2.27M | Sell |
20,608
-4,523
| -18% | -$499K | 1.74% | 12 |
|
|
2022
Q3 | $2.19M | Buy |
25,131
+978
| +4% | +$85.4K | 1.73% | 23 |
|
|
2022
Q2 | $2.07M | Buy |
24,153
+5,908
| +32% | +$506K | 1.61% | 27 |
|
|
2022
Q1 | $1.51M | Buy |
+18,245
| New | +$1.51M | 0.96% | 49 |
|