DPA
Delphi Private Advisors’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | $1K | Hold |
11
| – | – | 0.01% | 93 |
|
2019
Q1 | $1K | Hold |
11
| – | – | 0.01% | 41 |
|
2018
Q4 | $1K | Hold |
11
| – | – | 0.01% | 48 |
|
2018
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 72 |
|
2018
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 81 |
|
2018
Q1 | $1K | Sell |
11
-1,515
| -99% | -$138K | ﹤0.01% | 77 |
|
2017
Q4 | $128K | Sell |
1,526
-4,020
| -72% | -$337K | 0.31% | 32 |
|
2017
Q3 | $455K | Hold |
5,546
| – | – | 1.33% | 8 |
|
2017
Q2 | $448K | Sell |
5,546
-25
| -0.4% | -$2.02K | 0.9% | 9 |
|
2017
Q1 | $457K | Sell |
5,571
-371
| -6% | -$30.4K | 0.83% | 8 |
|
2016
Q4 | $536K | Sell |
5,942
-150
| -2% | -$13.5K | 0.94% | 9 |
|
2016
Q3 | $532K | Sell |
6,092
-320
| -5% | -$27.9K | 0.93% | 6 |
|
2016
Q2 | $601K | Buy |
6,412
+5
| +0.1% | +$469 | 1.1% | 7 |
|
2016
Q1 | $536K | Sell |
6,407
-63
| -1% | -$5.27K | 0.96% | 7 |
|
2015
Q4 | $504K | Buy |
+6,470
| New | +$504K | 0.86% | 9 |
|