Carolina Wealth 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
Q3 | – | Hold |
0
| – | – | – | 315 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 331 |
|
|
2021
Q2 | – | Sell |
-31
| Closed | -$2K | – | 329 |
|
|
2021
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 288 |
|
|
2020
Q3 | – | Sell |
-270
| Closed | -$12K | – | 234 |
|
|
2020
Q2 | $12K | Sell |
270
-140
| -34% | -$6.22K | 0.01% | 109 |
|
|
2020
Q1 | $16K | Buy |
410
+300
| +273% | +$11.7K | 0.02% | 96 |
|
|
2019
Q4 | $8K | Buy |
+110
| New | +$8K | 0.01% | 137 |
|