Greenspring Advisors’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 | – | Sell |
-3,683
| Closed | -$404K | – | 129 |
|
|
2023
Q1 | $404K | Buy |
3,683
+1,025
| +39% | +$112K | 0.09% | 80 |
|
|
2022
Q4 | $293K | Sell |
2,658
-354
| -12% | -$39K | 0.08% | 87 |
|
|
2022
Q3 | $263K | Buy |
3,012
+179
| +6% | +$15.6K | 0.08% | 85 |
|
|
2022
Q2 | $243K | Sell |
2,833
-750
| -21% | -$64.3K | 0.07% | 95 |
|
|
2022
Q1 | $296K | Hold |
3,583
| – | – | 0.08% | 81 |
|
|
2021
Q4 | $219K | Buy |
+3,583
| New | +$219K | 0.06% | 109 |
|