Investors Financial Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-11,921
| Closed | -$729K | – | 202 |
|
2021
Q4 | $729K | Buy |
11,921
+2
| +0% | +$122 | 0.34% | 80 |
|
2021
Q3 | $701K | Buy |
11,919
+764
| +7% | +$44.9K | 0.37% | 71 |
|
2021
Q2 | $704K | Buy |
11,155
+427
| +4% | +$26.9K | 0.38% | 75 |
|
2021
Q1 | $599K | Buy |
10,728
+795
| +8% | +$44.4K | 0.35% | 80 |
|
2020
Q4 | $409K | Sell |
9,933
-820
| -8% | -$33.8K | 0.27% | 99 |
|
2020
Q3 | $369K | Buy |
10,753
+3,072
| +40% | +$105K | 0.28% | 94 |
|
2020
Q2 | $343K | Buy |
+7,681
| New | +$343K | 0.28% | 93 |
|
2020
Q1 | – | Sell |
-4,672
| Closed | -$326K | – | 147 |
|
2019
Q4 | $326K | Buy |
+4,672
| New | +$326K | 0.27% | 95 |
|