Clear Perspectives Financial Planning’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $25.9K | Hold |
236
| – | – | 0.01% | 98 |
|
|
2022
Q4 | $26K | Sell |
236
-141
| -37% | -$15.6K | 0.01% | 112 |
|
|
2022
Q3 | $33K | Buy |
377
+272
| +259% | +$23.8K | 0.02% | 100 |
|
|
2022
Q2 | $9K | Hold |
105
| – | – | ﹤0.01% | 157 |
|
|
2022
Q1 | $9K | Hold |
105
| – | – | ﹤0.01% | 172 |
|
|
2021
Q4 | $6K | Hold |
105
| – | – | ﹤0.01% | 193 |
|
|
2021
Q3 | $6K | Sell |
105
-1,395
| -93% | -$79.7K | ﹤0.01% | 180 |
|
|
2021
Q2 | $95K | Hold |
1,500
| – | – | 0.05% | 75 |
|
|
2021
Q1 | $84K | Hold |
1,500
| – | – | 0.05% | 71 |
|
|
2020
Q4 | $62K | Buy |
+1,500
| New | +$62K | 0.04% | 78 |
|