Capital Planning’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,065
| Closed | -$243K | – | 78 |
|
|
2023
Q3 | $243K | Buy |
2,065
+75
| +4% | +$8.82K | 0.1% | 69 |
|
|
2023
Q2 | $213K | Buy |
+1,990
| New | +$213K | 0.08% | 70 |
|
|
2023
Q1 | – | Sell |
-1,990
| Closed | -$219K | – | 76 |
|
|
2022
Q4 | $219K | Buy |
+1,990
| New | +$219K | 0.1% | 73 |
|