Huber 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $277K | Buy |
7,300
+309
| +4% | +$11.7K | 0.1% | 89 |
|
|
2019
Q4 | $488K | Buy |
6,991
+16
| +0.2% | +$1.12K | 0.17% | 75 |
|
|
2019
Q3 | $492K | Buy |
6,975
+280
| +4% | +$19.8K | 0.19% | 65 |
|
|
2019
Q2 | $513K | Sell |
6,695
-984
| -13% | -$75.4K | 0.22% | 59 |
|
|
2019
Q1 | $620K | Buy |
7,679
+1,014
| +15% | +$81.9K | 0.3% | 48 |
|
|
2018
Q4 | $455K | Buy |
6,665
+65
| +1% | +$4.44K | 0.25% | 55 |
|
|
2018
Q3 | $561K | Buy |
6,600
+364
| +6% | +$30.9K | 0.43% | 43 |
|
|
2018
Q2 | $515K | Buy |
6,236
+12
| +0.2% | +$991 | 0.47% | 40 |
|
|
2018
Q1 | $464K | Sell |
6,224
-294
| -5% | -$21.9K | 0.46% | 42 |
|
|
2017
Q4 | $545K | Buy |
+6,518
| New | +$545K | 0.6% | 32 |
|