Crow Point Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-22,086
| Closed | -$1.58M | – | 140 |
|
|
2019
Q3 | $1.58M | Buy |
+22,086
| New | +$1.58M | 0.23% | 56 |
|
|
2017
Q2 | – | Sell |
-2,270
| Closed | -$190K | – | 282 |
|
|
2017
Q1 | $190K | Buy |
2,270
+559
| +33% | +$46.8K | 0.03% | 141 |
|
|
2016
Q4 | $154K | Sell |
1,711
-2,443
| -59% | -$220K | 0.03% | 129 |
|
|
2016
Q3 | $359K | Buy |
+4,154
| New | +$359K | 0.06% | 93 |
|
|
2015
Q3 | $383K | Sell |
5,153
-290
| -5% | -$21.6K | 0.06% | 130 |
|
|
2015
Q2 | $453K | Buy |
5,443
+75
| +1% | +$6.24K | 0.07% | 127 |
|
|
2015
Q1 | $456K | Buy |
+5,368
| New | +$456K | 0.06% | 128 |
|
|
2014
Q3 | $111K | Sell |
1,180
-4,420
| -79% | -$416K | 0.01% | 204 |
|
|
2014
Q2 | $547K | Hold |
5,600
| – | – | 0.07% | 119 |
|
|
2014
Q1 | $547K | Buy |
+5,600
| New | +$547K | 0.07% | 119 |
|