Highwater Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.42M | Hold |
20,120
| – | – | 6.28% | 3 |
|
|
2019
Q2 | $1.54M | Hold |
20,120
| – | – | 6.98% | 3 |
|
|
2019
Q1 | $1.63M | Sell |
20,120
-1,224
| -6% | -$98.9K | 6.75% | 2 |
|
|
2018
Q4 | $1.46M | Hold |
21,344
| – | – | 6.79% | 2 |
|
|
2018
Q3 | $1.82M | Hold |
21,344
| – | – | 4.14% | 3 |
|
|
2018
Q2 | $1.77M | Hold |
21,344
| – | – | 12.98% | 2 |
|
|
2018
Q1 | $1.59M | Sell |
21,344
-575
| -3% | -$42.9K | 4.82% | 3 |
|
|
2017
Q4 | $1.83M | Buy |
+21,919
| New | +$1.83M | 3.92% | 3 |
|