DC Investments Management’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 |
-6,652
| Closed | -$470K | – | 315 |
|
|
2019
Q3 | $470K | Sell |
6,652
-117
| -2% | -$8.27K | 0.27% | 150 |
|
|
2019
Q2 | $519K | Sell |
6,769
-671
| -9% | -$51.4K | 0.29% | 144 |
|
|
2019
Q1 | $601K | Hold |
7,440
| – | – | 0.38% | 101 |
|
|
2018
Q4 | $507K | Buy |
7,440
+698
| +10% | +$47.6K | 0.41% | 122 |
|
|
2018
Q3 | $573K | Sell |
6,742
-243
| -3% | -$20.7K | 0.39% | 85 |
|
|
2018
Q2 | $578K | Buy |
6,985
+2,499
| +56% | +$207K | 0.37% | 80 |
|
|
2018
Q1 | $335K | Sell |
4,486
-2,624
| -37% | -$196K | 0.22% | 151 |
|
|
2017
Q4 | $595K | Buy |
+7,110
| New | +$595K | 0.25% | 108 |
|