First Trust Direct Indexing’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $18.3M | Buy |
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|
2024
Q2 | $16.7M | Buy |
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|
2024
Q1 | $13M | Buy |
|
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|
2023
Q4 | $9.98M | Buy |
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|
2023
Q3 | $10M | Sell |
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|
2023
Q2 | $9.18M | Sell |
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|
2023
Q1 | $9.49M | Buy |
|
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|
2022
Q4 | $7.33M | Sell |
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|
2022
Q3 | $6.42M | Buy |
|
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|
2022
Q2 | $6.08M | Buy |
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|
2022
Q1 | $5.59M | Buy |
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|
2021
Q4 | $3.69M | Buy |
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|
2021
Q3 | $3.46M | Buy |
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|
2021
Q2 | $3.36M | Buy |
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|
2021
Q1 | $1.57M | Buy |
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|
2020
Q4 | $906K | Buy |
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