CAN
Claraphi Advisory Network’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.91M | Buy |
44,484
+18,147
| +69% | +$2M | 1.95% | 8 |
|
|
2022
Q3 | $2.3M | Sell |
26,337
-958
| -4% | -$83.6K | 1.24% | 12 |
|
|
2022
Q2 | $2.34M | Buy |
27,295
+2,730
| +11% | +$234K | 0.82% | 24 |
|
|
2022
Q1 | $2.03M | Buy |
24,565
+19,613
| +396% | +$1.62M | 0.59% | 34 |
|
|
2021
Q4 | $303K | Sell |
4,952
-1,182
| -19% | -$72.3K | 0.11% | 217 |
|
|
2021
Q3 | $361K | Sell |
6,134
-435
| -7% | -$25.6K | 0.13% | 187 |
|
|
2021
Q2 | $414K | Buy |
6,569
+521
| +9% | +$32.8K | 0.12% | 196 |
|
|
2021
Q1 | $338K | Buy |
+6,048
| New | +$338K | 0.09% | 214 |
|
|
2020
Q3 | – | Sell |
-5,437
| Closed | -$243K | – | 314 |
|
|
2020
Q2 | $243K | Buy |
5,437
+176
| +3% | +$7.87K | 0.1% | 200 |
|
|
2020
Q1 | $200K | Buy |
5,261
+1,214
| +30% | +$46.2K | 0.09% | 193 |
|
|
2019
Q4 | $282K | Sell |
4,047
-1,029
| -20% | -$71.7K | 0.17% | 141 |
|
|
2019
Q3 | $359K | Sell |
5,076
-588
| -10% | -$41.6K | 0.22% | 110 |
|
|
2019
Q2 | $434K | Buy |
5,664
+1,005
| +22% | +$77K | 0.25% | 99 |
|
|
2019
Q1 | $376K | Buy |
4,659
+431
| +10% | +$34.8K | 0.24% | 114 |
|
|
2018
Q4 | $288K | Sell |
4,228
-6,465
| -60% | -$440K | 0.22% | 124 |
|
|
2018
Q3 | $909K | Sell |
10,693
-268
| -2% | -$22.8K | 0.51% | 44 |
|
|
2018
Q2 | $907K | Sell |
10,961
-1,074
| -9% | -$88.9K | 0.59% | 41 |
|
|
2018
Q1 | $898K | Buy |
12,035
+1,174
| +11% | +$87.6K | 0.64% | 36 |
|
|
2017
Q4 | $908K | Buy |
+10,861
| New | +$908K | 0.7% | 33 |
|