Confluence Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $303K | Sell |
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|
2020
Q2 | $313K | Buy |
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|
2020
Q1 | $260K | Buy |
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|
2019
Q4 | $389K | Buy |
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|
2019
Q3 | $303K | Sell |
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|
2019
Q2 | $385K | Hold |
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|
2019
Q1 | $406K | Sell |
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|
2018
Q4 | $382K | Sell |
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|
2018
Q3 | $551K | Buy |
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|
2018
Q2 | $519K | Sell |
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|
2018
Q1 | $558K | Sell |
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|
2017
Q4 | $631K | Buy |
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|
2017
Q3 | $600K | Buy |
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|
2017
Q2 | $583K | Buy |
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|
2017
Q1 | $480K | Sell |
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|
2016
Q4 | $529K | Sell |
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|
2016
Q3 | $542K | Sell |
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|
2016
Q2 | $584K | Hold |
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|
2016
Q1 | $521K | Sell |
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|
2015
Q4 | $499K | Sell |
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|
2015
Q3 | $528K | Sell |
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|
2015
Q2 | $724K | Sell |
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|
2015
Q1 | $1.08M | Sell |
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|
2014
Q4 | $1.23M | Buy |
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|
2014
Q3 | $1.24M | Sell |
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|
2014
Q2 | $2.16M | Buy |
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|
2014
Q1 | $1.2M | Buy |
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