Freedman Financial Associates’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 | – | Sell |
-7,787
| Closed | -$648K | – | 473 |
|
|
2022
Q1 | $648K | Buy |
7,787
+575
| +8% | +$47.8K | 0.45% | 32 |
|
|
2021
Q4 | $441K | Sell |
7,212
-1,747
| -19% | -$107K | 0.3% | 38 |
|
|
2021
Q3 | $527K | Sell |
8,959
-275
| -3% | -$16.2K | 0.39% | 32 |
|
|
2021
Q2 | $582K | Sell |
9,234
-116
| -1% | -$7.31K | 0.44% | 31 |
|
|
2021
Q1 | $522K | Sell |
9,350
-318
| -3% | -$17.8K | 0.43% | 31 |
|
|
2020
Q4 | $399K | Buy |
+9,668
| New | +$399K | 0.36% | 35 |
|