CPR Investments’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 | – | Sell |
-4,627
| Closed | -$510K | – | 57 |
|
|
2022
Q4 | $510K | Buy |
+4,627
| New | +$510K | 0.51% | 27 |
|
|
2022
Q2 | – | Sell |
-6,933
| Closed | -$573K | – | 93 |
|
|
2022
Q1 | $573K | Sell |
6,933
-2,855
| -29% | -$236K | 0.47% | 31 |
|
|
2021
Q4 | $599K | Buy |
+9,788
| New | +$599K | 0.43% | 27 |
|