Epstein & White Financial’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $303K | Buy |
4,792
+50
| +1% | +$3.16K | 0.08% | 66 |
|
|
2021
Q1 | $268K | Sell |
4,742
-1,030
| -18% | -$58.2K | 0.08% | 62 |
|
|
2020
Q4 | $239K | Sell |
5,772
-1,555
| -21% | -$64.4K | 0.07% | 71 |
|
|
2020
Q3 | $252K | Buy |
7,327
+1
| +0% | +$34 | 0.09% | 57 |
|
|
2020
Q2 | $328K | Sell |
7,326
-8,977
| -55% | -$402K | 0.12% | 43 |
|
|
2020
Q1 | $617K | Buy |
16,303
+1,124
| +7% | +$42.5K | 0.26% | 33 |
|
|
2019
Q4 | $1.06M | Buy |
15,179
+806
| +6% | +$56.3K | 0.46% | 21 |
|
|
2019
Q3 | $1.02M | Buy |
14,373
+477
| +3% | +$33.7K | 0.49% | 18 |
|
|
2019
Q2 | $1.03M | Buy |
13,896
+4,061
| +41% | +$301K | 0.55% | 13 |
|
|
2019
Q1 | $787K | Buy |
9,835
+3,965
| +68% | +$317K | 0.45% | 21 |
|
|
2018
Q4 | $407K | Buy |
5,870
+47
| +0.8% | +$3.26K | 0.25% | 35 |
|
|
2018
Q3 | $487K | Sell |
5,823
-2,863
| -33% | -$239K | 0.32% | 36 |
|
|
2018
Q2 | $703K | Sell |
8,686
-149
| -2% | -$12.1K | 0.52% | 24 |
|
|
2018
Q1 | $656K | Buy |
8,835
+826
| +10% | +$61.3K | 0.42% | 35 |
|
|
2017
Q4 | $694K | Buy |
+8,009
| New | +$694K | 0.4% | 37 |
|