Clearwater Capital Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,833
| Closed | -$215K | – | 180 |
|
|
2024
Q3 | $215K | Buy |
+1,833
| New | +$215K | 0.02% | 162 |
|
|
2018
Q2 | – | Sell |
-1,633
| Closed | -$122K | – | 578 |
|
|
2018
Q1 | $122K | Buy |
+1,633
| New | +$122K | 0.03% | 217 |
|
|
2017
Q4 | – | Sell |
-2,523
| Closed | -$207K | – | 181 |
|
|
2017
Q3 | $207K | Sell |
2,523
-55
| -2% | -$4.51K | 0.05% | 167 |
|
|
2017
Q2 | $207K | Sell |
2,578
-240
| -9% | -$19.3K | 0.05% | 156 |
|
|
2017
Q1 | $233K | Sell |
2,818
-590
| -17% | -$48.8K | 0.06% | 151 |
|
|
2016
Q4 | $310K | Buy |
3,408
+70
| +2% | +$6.37K | 0.11% | 123 |
|
|
2016
Q3 | $288K | Buy |
3,338
+965
| +41% | +$83.3K | 0.1% | 120 |
|
|
2016
Q2 | $223K | Buy |
+2,373
| New | +$223K | 0.08% | 123 |
|