Intellectus Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-92
| Closed | -$7K | – | 409 |
|
|
2019
Q1 | $7K | Sell |
92
-33
| -26% | -$2.51K | ﹤0.01% | 378 |
|
|
2018
Q4 | $9K | Sell |
125
-4,035
| -97% | -$291K | 0.01% | 204 |
|
|
2018
Q3 | $354K | Sell |
4,160
-78
| -2% | -$6.64K | 0.12% | 173 |
|
|
2018
Q2 | $351K | Sell |
4,238
-151
| -3% | -$12.5K | 0.13% | 171 |
|
|
2018
Q1 | $328K | Buy |
4,389
+8
| +0.2% | +$598 | 0.11% | 181 |
|
|
2017
Q4 | $366K | Buy |
4,381
+8
| +0.2% | +$668 | 0.14% | 163 |
|
|
2017
Q3 | $358K | Sell |
4,373
-1,779
| -29% | -$146K | 0.15% | 157 |
|
|
2017
Q2 | $497K | Buy |
6,152
+41
| +0.7% | +$3.31K | 0.22% | 107 |
|
|
2017
Q1 | $501K | Sell |
6,111
-47
| -0.8% | -$3.85K | 0.25% | 105 |
|
|
2016
Q4 | $556K | Buy |
+6,158
| New | +$556K | 0.29% | 92 |
|