Hefty Wealth Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $774K | Buy |
10,373
+10,128
| +4,134% | +$756K | 0.5% | 64 |
|
|
2017
Q4 | $20K | Hold |
245
| – | – | 0.01% | 166 |
|
|
2017
Q3 | $20K | Sell |
245
-8,326
| -97% | -$680K | 0.01% | 162 |
|
|
2017
Q2 | $691K | Buy |
8,571
+8,290
| +2,950% | +$668K | 0.47% | 64 |
|
|
2017
Q1 | $23K | Buy |
281
+36
| +15% | +$2.95K | 0.02% | 148 |
|
|
2016
Q4 | $22K | Hold |
245
| – | – | 0.02% | 143 |
|
|
2016
Q3 | $21K | Hold |
245
| – | – | 0.02% | 156 |
|
|
2016
Q2 | $22K | Hold |
245
| – | – | 0.02% | 126 |
|
|
2016
Q1 | $20K | Buy |
+245
| New | +$20K | 0.02% | 130 |
|