Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-965
| Closed | -$57K | – | 640 |
|
|
2021
Q3 | $57K | Sell |
965
-79
| -8% | -$4.67K | 0.01% | 195 |
|
|
2021
Q2 | $66K | Hold |
1,044
| – | – | 0.01% | 190 |
|
|
2021
Q1 | $58K | Buy |
1,044
+96
| +10% | +$5.33K | 0.01% | 183 |
|
|
2020
Q4 | $39K | Buy |
948
+4
| +0.4% | +$165 | 0.01% | 198 |
|
|
2020
Q3 | $32K | Sell |
944
-299
| -24% | -$10.1K | 0.01% | 223 |
|
|
2020
Q2 | $56K | Buy |
1,243
+1,200
| +2,791% | +$54.1K | 0.02% | 136 |
|
|
2020
Q1 | $2K | Sell |
43
-532
| -93% | -$24.7K | ﹤0.01% | 298 |
|
|
2019
Q4 | $40K | Buy |
575
+431
| +299% | +$30K | 0.01% | 169 |
|
|
2019
Q3 | $10K | Sell |
144
-444
| -76% | -$30.8K | ﹤0.01% | 181 |
|
|
2019
Q2 | $45K | Buy |
+588
| New | +$45K | 0.02% | 90 |
|