CPA
Clear Perspective Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $489K | Buy |
7,993
+73
| +0.9% | +$4.47K | 0.15% | 103 |
|
|
2021
Q3 | $466K | Buy |
7,920
+818
| +12% | +$48.1K | 0.16% | 93 |
|
|
2021
Q2 | $448K | Buy |
7,102
+1,721
| +32% | +$109K | 0.16% | 97 |
|
|
2021
Q1 | $300K | Buy |
+5,381
| New | +$300K | 0.12% | 120 |
|
|
2020
Q1 | – | Sell |
-5,975
| Closed | -$417K | – | 137 |
|
|
2019
Q4 | $417K | Sell |
5,975
-1,622
| -21% | -$113K | 0.26% | 89 |
|
|
2019
Q3 | $536K | Sell |
7,597
-515
| -6% | -$36.3K | 0.24% | 78 |
|
|
2019
Q2 | $622K | Hold |
8,112
| – | – | 0.4% | 66 |
|
|
2019
Q1 | $659K | Buy |
8,112
+200
| +3% | +$16.2K | 0.47% | 59 |
|
|
2018
Q4 | $540K | Sell |
7,912
-580
| -7% | -$39.6K | 0.45% | 71 |
|
|
2018
Q3 | $722K | Sell |
8,492
-303
| -3% | -$25.8K | 0.54% | 58 |
|
|
2018
Q2 | $728K | Buy |
8,795
+128
| +1% | +$10.6K | 0.51% | 52 |
|
|
2018
Q1 | $647K | Buy |
8,667
+2,310
| +36% | +$172K | 0.48% | 59 |
|
|
2017
Q4 | $532K | Sell |
6,357
-91
| -1% | -$7.62K | 0.41% | 72 |
|
|
2017
Q3 | $529K | Buy |
6,448
+141
| +2% | +$11.6K | 0.43% | 62 |
|
|
2017
Q2 | $509K | Sell |
6,307
-18
| -0.3% | -$1.45K | 0.43% | 62 |
|
|
2017
Q1 | $519K | Sell |
6,325
-475
| -7% | -$39K | 0.34% | 62 |
|
|
2016
Q4 | $614K | Buy |
+6,800
| New | +$614K | 0.41% | 59 |
|