JA
JOYN Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $310K | Buy |
8,158
+505
| +7% | +$19.2K | 0.1% | 71 |
|
|
2019
Q4 | $534K | Buy |
7,653
+1,787
| +30% | +$125K | 0.11% | 47 |
|
|
2019
Q3 | $414K | Sell |
5,866
-5,155
| -47% | -$364K | 0.09% | 59 |
|
|
2019
Q2 | $775K | Buy |
11,021
+4,714
| +75% | +$331K | 0.17% | 40 |
|
|
2019
Q1 | $510K | Sell |
6,307
-5,045
| -44% | -$408K | 0.12% | 45 |
|
|
2018
Q4 | $774K | Sell |
11,352
-4,170
| -27% | -$284K | 0.18% | 39 |
|
|
2018
Q3 | $1.32M | Sell |
15,522
-246
| -2% | -$20.9K | 0.25% | 27 |
|
|
2018
Q2 | $1.3M | Buy |
15,768
+13,083
| +487% | +$1.08M | 0.28% | 24 |
|
|
2018
Q1 | $200K | Sell |
2,685
-3,859
| -59% | -$287K | 0.04% | 130 |
|
|
2017
Q4 | $547K | Buy |
+6,544
| New | +$547K | 0.12% | 75 |
|