Jackson Financial Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,450
| Closed | -$418K | – | 39 |
|
|
2019
Q2 | $418K | Hold |
5,450
| – | – | 0.27% | 28 |
|
|
2019
Q1 | $440K | Sell |
5,450
-1,326
| -20% | -$107K | 0.29% | 31 |
|
|
2018
Q4 | $462K | Buy |
6,776
+142
| +2% | +$9.68K | 0.51% | 24 |
|
|
2018
Q3 | $564K | Buy |
6,634
+31
| +0.5% | +$2.64K | 0.45% | 25 |
|
|
2018
Q2 | $546K | Buy |
6,603
+3,404
| +106% | +$281K | 0.49% | 24 |
|
|
2018
Q1 | $239K | Sell |
3,199
-336
| -10% | -$25.1K | 0.22% | 32 |
|
|
2017
Q4 | $296K | Buy |
+3,535
| New | +$296K | 0.27% | 31 |
|