Harvest Volatility Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,058
| Closed | -$221K | – | 128 |
|
|
2023
Q2 | $221K | Sell |
2,058
-454
| -18% | -$48.7K | 0.04% | 133 |
|
|
2023
Q1 | $275K | Sell |
2,512
-719
| -22% | -$78.7K | 0.06% | 132 |
|
|
2022
Q4 | $356K | Sell |
3,231
-429
| -12% | -$47.3K | 0.07% | 132 |
|
|
2022
Q3 | $325K | Sell |
3,660
-642
| -15% | -$57K | 0.06% | 126 |
|
|
2022
Q2 | $368K | Buy |
4,302
+738
| +21% | +$63.1K | 0.06% | 126 |
|
|
2022
Q1 | $294K | Buy |
+3,564
| New | +$294K | 0.03% | 135 |
|