Capasso Planning Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,221
| Closed | -$374K | – | 153 |
|
|
2024
Q1 | $374K | Sell |
3,221
-945
| -23% | -$110K | 0.16% | 78 |
|
|
2023
Q4 | $417K | Buy |
+4,166
| New | +$417K | 0.19% | 68 |
|
|
2023
Q1 | – | Sell |
-2,783
| Closed | -$307K | – | 110 |
|
|
2022
Q4 | $307K | Sell |
2,783
-11
| -0.4% | -$1.21K | 0.2% | 73 |
|
|
2022
Q3 | $244K | Buy |
2,794
+88
| +3% | +$7.69K | 0.17% | 74 |
|
|
2022
Q2 | $232K | Buy |
2,706
+183
| +7% | +$15.7K | 0.16% | 75 |
|
|
2022
Q1 | $208K | Buy |
+2,523
| New | +$208K | 0.15% | 82 |
|