Jackson Creek Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,595
| Closed | -$414K | – | 369 |
|
|
2024
Q2 | $414K | Sell |
3,595
-915
| -20% | -$105K | 0.15% | 245 |
|
|
2024
Q1 | $524K | Buy |
+4,510
| New | +$524K | 0.19% | 241 |
|
|
2023
Q3 | – | Sell |
-1,893
| Closed | -$203K | – | 369 |
|
|
2023
Q2 | $203K | Hold |
1,893
| – | – | 0.08% | 304 |
|
|
2023
Q1 | $208K | Hold |
1,893
| – | – | 0.09% | 297 |
|
|
2022
Q4 | $209K | Sell |
1,893
-1,032
| -35% | -$114K | 0.09% | 291 |
|
|
2022
Q3 | $255K | Hold |
2,925
| – | – | 0.12% | 284 |
|
|
2022
Q2 | $284K | Hold |
2,925
| – | – | 0.11% | 288 |
|
|
2022
Q1 | $242K | Buy |
+2,925
| New | +$242K | 0.09% | 293 |
|