Camarda Financial Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,610
| Closed | -$261K | – | 89 |
|
|
2023
Q4 | $261K | Buy |
2,610
+19
| +0.7% | +$1.9K | 0.11% | 72 |
|
|
2023
Q3 | $305K | Buy |
+2,591
| New | +$305K | 0.2% | 61 |
|
|
2023
Q1 | – | Sell |
-1,962
| Closed | -$216K | – | 96 |
|
|
2022
Q4 | $216K | Sell |
1,962
-651
| -25% | -$71.8K | 0.22% | 75 |
|
|
2022
Q3 | $228K | Buy |
+2,613
| New | +$228K | 0.27% | 60 |
|
|
2020
Q2 | – | Sell |
-13,359
| Closed | -$507K | – | 50 |
|
|
2020
Q1 | $507K | Buy |
13,359
+1,231
| +10% | +$46.7K | 2.56% | 18 |
|
|
2019
Q4 | $846K | Buy |
+12,128
| New | +$846K | 1.79% | 27 |
|
|
2019
Q3 | – | Sell |
-2,022
| Closed | -$155K | – | 468 |
|
|
2019
Q2 | $155K | Sell |
2,022
-38
| -2% | -$2.91K | 0.3% | 40 |
|
|
2019
Q1 | $166K | Buy |
2,060
+307
| +18% | +$24.7K | 0.32% | 40 |
|
|
2018
Q4 | $120K | Sell |
1,753
-80
| -4% | -$5.48K | 0.14% | 58 |
|
|
2018
Q3 | $156K | Buy |
1,833
+1,167
| +175% | +$99.3K | 0.18% | 67 |
|
|
2018
Q2 | $55K | Hold |
666
| – | – | 0.06% | 110 |
|
|
2018
Q1 | $50K | Hold |
666
| – | – | 0.05% | 102 |
|
|
2017
Q4 | $56K | Sell |
666
-657
| -50% | -$55.2K | 0.07% | 105 |
|
|
2017
Q3 | $108K | Hold |
1,323
| – | – | 0.12% | 99 |
|
|
2017
Q2 | $107K | Sell |
1,323
-267
| -17% | -$21.6K | 0.11% | 96 |
|
|
2017
Q1 | $130K | Hold |
1,590
| – | – | 0.13% | 90 |
|
|
2016
Q4 | $144K | Buy |
1,590
+50
| +3% | +$4.53K | 0.1% | 96 |
|
|
2016
Q3 | $134K | Sell |
1,540
-1,126
| -42% | -$98K | 0.08% | 99 |
|
|
2016
Q2 | $250K | Sell |
2,666
-4,219
| -61% | -$396K | 0.16% | 94 |
|
|
2016
Q1 | $576K | Buy |
6,885
+6,219
| +934% | +$520K | 0.36% | 67 |
|
|
2015
Q4 | $52K | Hold |
666
| – | – | 0.03% | 158 |
|
|
2015
Q3 | $50K | Hold |
666
| – | – | 0.03% | 108 |
|
|
2015
Q2 | $55K | Hold |
666
| – | – | 0.03% | 135 |
|
|
2015
Q1 | $57K | Hold |
666
| – | – | 0.03% | 125 |
|
|
2014
Q4 | $62K | Hold |
666
| – | – | 0.04% | 115 |
|
|
2014
Q3 | $63K | Sell |
666
-727
| -52% | -$68.8K | 0.04% | 110 |
|
|
2014
Q2 | $140K | Sell |
1,393
-808
| -37% | -$81.2K | 0.1% | 91 |
|
|
2014
Q1 | $215K | Buy |
2,201
+1,791
| +437% | +$175K | 0.16% | 76 |
|
|
2013
Q4 | $41K | Sell |
410
-4,590
| -92% | -$459K | 0.03% | 106 |
|
|
2013
Q3 | $430K | Sell |
5,000
-100
| -2% | -$8.6K | 0.56% | 38 |
|
|
2013
Q2 | $461K | Buy |
+5,100
| New | +$461K | 0.42% | 44 |
|