Curi Wealth Management’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 |
-4,996
| Closed | -$551K | – | 193 |
|
|
2022
Q4 | $551K | Sell |
4,996
-6,181
| -55% | -$682K | 0.08% | 108 |
|
|
2022
Q3 | $976K | Buy |
11,177
+3,265
| +41% | +$285K | 0.16% | 69 |
|
|
2022
Q2 | $678K | Buy |
7,912
+1,219
| +18% | +$104K | 0.13% | 56 |
|
|
2022
Q1 | $552K | Sell |
6,693
-2,819
| -30% | -$232K | 0.1% | 58 |
|
|
2021
Q4 | $582K | Buy |
+9,512
| New | +$582K | 0.1% | 62 |
|
|
2021
Q1 | – | Sell |
-4
| Closed | – | – | 509 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 528 |
|