Chessman Wealth Strategies RIA’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,680
| Closed | -$540K | – | 23 |
|
|
2019
Q1 | $540K | Buy |
6,680
+1,470
| +28% | +$119K | 0.46% | 12 |
|
|
2018
Q4 | $355K | Buy |
5,210
+352
| +7% | +$24K | 0.38% | 16 |
|
|
2018
Q3 | $413K | Buy |
4,858
+1
| +0% | +$85 | 0.36% | 19 |
|
|
2018
Q2 | $402K | Buy |
4,857
+1
| +0% | +$83 | 0.35% | 18 |
|
|
2018
Q1 | $362K | Sell |
4,856
-542
| -10% | -$40.4K | 0.46% | 18 |
|
|
2017
Q4 | $452K | Buy |
+5,398
| New | +$452K | 0.45% | 20 |
|