DLG
Daniel L. Goodwin’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,500
| Closed | -$205K | – | 117 |
|
|
2021
Q3 | $205K | Hold |
3,500
| – | – | 0.1% | 104 |
|
|
2021
Q2 | $221K | Buy |
+3,500
| New | +$221K | 0.11% | 104 |
|
|
2020
Q4 | – | Sell |
-8,200
| Closed | -$282K | – | 102 |
|
|
2020
Q3 | $282K | Hold |
8,200
| – | – | 0.2% | 75 |
|
|
2020
Q2 | $366K | Hold |
8,200
| – | – | 0.23% | 66 |
|
|
2020
Q1 | $312K | Hold |
8,200
| – | – | 0.25% | 63 |
|
|
2019
Q4 | $572K | Sell |
8,200
-1,300
| -14% | -$90.7K | 0.25% | 53 |
|
|
2019
Q3 | $672K | Hold |
9,500
| – | – | 0.3% | 47 |
|
|
2019
Q2 | $730K | Hold |
9,500
| – | – | 0.33% | 42 |
|
|
2019
Q1 | $767K | Hold |
9,500
| – | – | 0.35% | 38 |
|
|
2018
Q4 | $647K | Hold |
9,500
| – | – | 0.34% | 39 |
|
|
2018
Q3 | $808K | Hold |
9,500
| – | – | 0.38% | 37 |
|
|
2018
Q2 | $786K | Hold |
9,500
| – | – | 0.36% | 38 |
|
|
2018
Q1 | $709K | Hold |
9,500
| – | – | 0.35% | 38 |
|
|
2017
Q4 | $795K | Sell |
9,500
-100
| -1% | -$8.37K | 0.35% | 36 |
|
|
2017
Q3 | $787K | Hold |
9,600
| – | – | 0.35% | 37 |
|
|
2017
Q2 | $775K | Hold |
9,600
| – | – | 0.35% | 40 |
|
|
2017
Q1 | $788K | Buy |
9,600
+3,000
| +45% | +$246K | 0.33% | 41 |
|
|
2016
Q4 | $596K | Hold |
6,600
| – | – | 0.24% | 47 |
|
|
2016
Q3 | $576K | Hold |
6,600
| – | – | 0.2% | 49 |
|
|
2016
Q2 | $618K | Hold |
6,600
| – | – | 0.2% | 48 |
|
|
2016
Q1 | $552K | Hold |
6,600
| – | – | 0.13% | 52 |
|
|
2015
Q4 | $515K | Hold |
6,600
| – | – | 0.12% | 59 |
|
|
2015
Q3 | $491K | Hold |
6,600
| – | – | 0.13% | 59 |
|
|
2015
Q2 | $550K | Buy |
+6,600
| New | +$550K | 0.14% | 51 |
|