Divergent Wealth Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,957
| Closed | -$961K | – | 36 |
|
|
2023
Q2 | $961K | Buy |
8,957
+75
| +0.8% | +$8.04K | 0.21% | 16 |
|
|
2023
Q1 | $974K | Buy |
8,882
+72
| +0.8% | +$7.9K | 0.23% | 19 |
|
|
2022
Q4 | $972K | Buy |
+8,810
| New | +$972K | 0.24% | 19 |
|
|
2020
Q4 | – | Sell |
-12,009
| Closed | -$412K | – | 35 |
|
|
2020
Q3 | $412K | Hold |
12,009
| – | – | 0.11% | 22 |
|
|
2020
Q2 | $537K | Sell |
12,009
-1,319
| -10% | -$59K | 0.16% | 22 |
|
|
2020
Q1 | $506K | Buy |
13,328
+946
| +8% | +$35.9K | 0.18% | 22 |
|
|
2019
Q4 | $864K | Hold |
12,382
| – | – | 0.25% | 23 |
|
|
2019
Q3 | $874K | Sell |
12,382
-55
| -0.4% | -$3.88K | 0.27% | 23 |
|
|
2019
Q2 | $953K | Hold |
12,437
| – | – | 0.3% | 23 |
|
|
2019
Q1 | $1.01M | Hold |
12,437
| – | – | 0.33% | 23 |
|
|
2018
Q4 | $848K | Hold |
12,437
| – | – | 0.31% | 28 |
|
|
2018
Q3 | $1.06M | Hold |
12,437
| – | – | 0.37% | 20 |
|
|
2018
Q2 | $1.03M | Hold |
12,437
| – | – | 0.37% | 20 |
|
|
2018
Q1 | $928K | Buy |
+12,437
| New | +$928K | 0.35% | 20 |
|