HC Financial Advisors’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 | $160K | Sell |
1,868
-290
| -13% | -$24.8K | 0.11% | 83 |
|
|
2022
Q1 | $178K | Hold |
2,158
| – | – | 0.11% | 83 |
|
|
2021
Q4 | $132K | Sell |
2,158
-323
| -13% | -$19.8K | 0.07% | 98 |
|
|
2021
Q3 | $146K | Sell |
2,481
-50
| -2% | -$2.94K | 0.09% | 87 |
|
|
2021
Q2 | $160K | Hold |
2,531
| – | – | 0.09% | 87 |
|
|
2021
Q1 | $141K | Sell |
2,531
-685
| -21% | -$38.2K | 0.09% | 87 |
|
|
2020
Q4 | $133K | Sell |
3,216
-638
| -17% | -$26.4K | 0.09% | 91 |
|
|
2020
Q3 | $132K | Sell |
3,854
-600
| -13% | -$20.6K | 0.09% | 81 |
|
|
2020
Q2 | $199K | Sell |
4,454
-2,620
| -37% | -$117K | 0.16% | 65 |
|
|
2020
Q1 | $269K | Buy |
7,074
+37
| +0.5% | +$1.41K | 0.24% | 64 |
|
|
2019
Q4 | $491K | Sell |
7,037
-1,590
| -18% | -$111K | 0.39% | 62 |
|
|
2019
Q3 | $609K | Buy |
+8,627
| New | +$609K | 0.52% | 57 |
|
|
2018
Q4 | – | Sell |
-9,491
| Closed | -$807K | – | 67 |
|
|
2018
Q3 | $807K | Sell |
9,491
-620
| -6% | -$52.7K | 0.71% | 49 |
|
|
2018
Q2 | $836K | Sell |
10,111
-871
| -8% | -$72K | 0.81% | 47 |
|
|
2018
Q1 | $819K | Sell |
10,982
-2,612
| -19% | -$195K | 0.81% | 47 |
|
|
2017
Q4 | $1.14M | Buy |
+13,594
| New | +$1.14M | 1.1% | 41 |
|