Clear Perspective Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $489K | Buy |
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|
2021
Q3 | $466K | Buy |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $417K | Sell |
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|
2019
Q3 | $536K | Sell |
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|
2019
Q2 | $622K | Hold |
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|
2019
Q1 | $659K | Buy |
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|
2018
Q4 | $540K | Sell |
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|
2018
Q3 | $722K | Sell |
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|
2018
Q2 | $728K | Buy |
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|
2018
Q1 | $647K | Buy |
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|
2017
Q4 | $532K | Sell |
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|
2017
Q3 | $529K | Buy |
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|
2017
Q2 | $509K | Sell |
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|
2017
Q1 | $519K | Sell |
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|
2016
Q4 | $614K | Buy |
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