First Capital Advisors Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $135K | Buy |
+1,259
| New | +$135K | 0.07% | 182 |
|
|
2018
Q4 | $355K | Buy |
5,211
+190
| +4% | +$12.9K | 0.27% | 81 |
|
|
2018
Q3 | $427K | Hold |
5,021
| – | – | 0.26% | 84 |
|
|
2018
Q2 | $415K | Hold |
5,021
| – | – | 0.28% | 81 |
|
|
2018
Q1 | $375K | Sell |
5,021
-1,082
| -18% | -$80.8K | 0.22% | 88 |
|
|
2017
Q4 | $510K | Sell |
6,103
-445
| -7% | -$37.2K | 0.32% | 83 |
|
|
2017
Q3 | $537K | Buy |
6,548
+1,251
| +24% | +$103K | 0.37% | 76 |
|
|
2017
Q2 | $428K | Sell |
5,297
-23
| -0.4% | -$1.86K | 0.29% | 100 |
|
|
2017
Q1 | $436K | Sell |
5,320
-150
| -3% | -$12.3K | 0.33% | 96 |
|
|
2016
Q4 | $494K | Buy |
+5,470
| New | +$494K | 0.46% | 73 |
|