Capital Directions Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $364K | Buy |
+3,302
| New | +$364K | 0.14% | 43 |
|
|
2022
Q3 | – | Sell |
-3,652
| Closed | -$313K | – | 54 |
|
|
2022
Q2 | $313K | Buy |
3,652
+390
| +12% | +$33.4K | 0.1% | 57 |
|
|
2022
Q1 | $269K | Sell |
3,262
-450
| -12% | -$37.1K | 0.08% | 64 |
|
|
2021
Q4 | $227K | Buy |
3,712
+39
| +1% | +$2.39K | 0.07% | 67 |
|
|
2021
Q3 | $216K | Hold |
3,673
| – | – | 0.07% | 61 |
|
|
2021
Q2 | $232K | Buy |
+3,673
| New | +$232K | 0.07% | 60 |
|
|
2021
Q1 | – | Sell |
-3,196
| Closed | -$132K | – | 367 |
|
|
2020
Q4 | $132K | Sell |
3,196
-1,489
| -32% | -$61.5K | 0.04% | 70 |
|
|
2020
Q3 | $161K | Buy |
4,685
+1,546
| +49% | +$53.1K | 0.06% | 60 |
|
|
2020
Q2 | $140K | Sell |
3,139
-7,602
| -71% | -$339K | 0.06% | 63 |
|
|
2020
Q1 | $408K | Hold |
10,741
| – | – | 0.17% | 42 |
|
|
2019
Q4 | $750K | Sell |
10,741
-695
| -6% | -$48.5K | 0.24% | 34 |
|
|
2019
Q3 | $807K | Buy |
+11,436
| New | +$807K | 0.27% | 30 |
|