FundX Investment Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,016
| Closed | -$978K | – | 74 |
|
|
2019
Q4 | $978K | Buy |
14,016
+4,576
| +48% | +$319K | 0.26% | 37 |
|
|
2019
Q3 | $667K | Hold |
9,440
| – | – | 0.24% | 27 |
|
|
2019
Q2 | $723K | Hold |
9,440
| – | – | 0.3% | 28 |
|
|
2019
Q1 | $763K | Sell |
9,440
-519
| -5% | -$41.9K | 0.26% | 33 |
|
|
2018
Q4 | $679K | Hold |
9,959
| – | – | 0.25% | 35 |
|
|
2018
Q3 | $847K | Hold |
9,959
| – | – | 0.47% | 22 |
|
|
2018
Q2 | $824K | Hold |
9,959
| – | – | 0.41% | 23 |
|
|
2018
Q1 | $743K | Sell |
9,959
-4,057
| -29% | -$303K | 0.39% | 21 |
|
|
2017
Q4 | $1.17M | Buy |
14,016
+4,576
| +48% | +$383K | 0.59% | 20 |
|
|
2017
Q3 | $774K | Hold |
9,440
| – | – | 0.33% | 21 |
|
|
2017
Q2 | $762K | Sell |
9,440
-4,576
| -33% | -$369K | 0.31% | 23 |
|
|
2017
Q1 | $1.15M | Hold |
14,016
| – | – | 0.48% | 27 |
|
|
2016
Q4 | $1.27M | Hold |
14,016
| – | – | 0.44% | 23 |
|
|
2016
Q3 | $1.22M | Buy |
+14,016
| New | +$1.22M | 0.31% | 28 |
|
|
2015
Q2 | – | Sell |
-2,839
| Closed | -$241K | – | 28 |
|
|
2015
Q1 | $241K | Hold |
2,839
| – | – | 0.07% | 24 |
|
|
2014
Q4 | $262K | Hold |
2,839
| – | – | 0.08% | 19 |
|
|
2014
Q3 | $267K | Buy |
+2,839
| New | +$267K | 0.1% | 17 |
|