CAIMH
Central Asset Investments & Management Holdings’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$329K | – | 65 |
|
|
2023
Q1 | $329K | Buy |
+3,000
| New | +$329K | 0.35% | 49 |
|
|
2022
Q2 | – | Sell |
-6,450
| Closed | -$532K | – | 64 |
|
|
2022
Q1 | $532K | Buy |
6,450
+1,650
| +34% | +$136K | 0.35% | 39 |
|
|
2021
Q4 | $293K | Hold |
4,800
| – | – | 0.18% | 57 |
|
|
2021
Q3 | $282K | Hold |
4,800
| – | – | 0.15% | 58 |
|
|
2021
Q2 | $302K | Buy |
+4,800
| New | +$302K | 0.11% | 54 |
|