HM Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $730K | Hold |
8,363
| – | – | 0.44% | 29 |
|
|
2022
Q2 | $716K | Buy |
8,363
+1,031
| +14% | +$88.3K | 0.4% | 28 |
|
|
2022
Q1 | $606K | Hold |
7,332
| – | – | 0.22% | 33 |
|
|
2021
Q4 | $449K | Buy |
+7,332
| New | +$449K | 0.17% | 35 |
|
|
2020
Q1 | – | Sell |
-3,058
| Closed | -$213K | – | 43 |
|
|
2019
Q4 | $213K | Hold |
3,058
| – | – | 0.13% | 41 |
|
|
2019
Q3 | $216K | Buy |
3,058
+412
| +16% | +$29.1K | 0.14% | 40 |
|
|
2019
Q2 | $203K | Buy |
+2,646
| New | +$203K | 0.13% | 42 |
|