Foresight Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Hold |
0
| – | – | – | 125 |
|
|
2022
Q1 | – | Sell |
-2,484
| Closed | -$152K | – | 126 |
|
|
2021
Q4 | $152K | Hold |
2,484
| – | – | ﹤0.01% | 111 |
|
|
2021
Q3 | $146K | Hold |
2,484
| – | – | 0.03% | 105 |
|
|
2021
Q2 | $157K | Buy |
2,484
+18
| +0.7% | +$1.14K | 0.03% | 119 |
|
|
2021
Q1 | $138K | Sell |
2,466
-281
| -10% | -$15.7K | 0.04% | 100 |
|
|
2020
Q4 | $113K | Buy |
+2,747
| New | +$113K | 0.03% | 109 |
|
|
2019
Q3 | – | Sell |
-3,100
| Closed | -$238K | – | 116 |
|
|
2019
Q2 | $238K | Buy |
3,100
+179
| +6% | +$13.7K | 0.18% | 84 |
|
|
2019
Q1 | $236K | Buy |
+2,921
| New | +$236K | 0.2% | 79 |
|