Kenfarb & Co’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.09M | Hold |
9,264
| – | – | 1% | 30 |
|
|
2023
Q2 | $994K | Sell |
9,264
-141
| -1% | -$15.1K | 0.87% | 36 |
|
|
2023
Q1 | $1.03M | Sell |
9,405
-2,700
| -22% | -$296K | 0.92% | 33 |
|
|
2022
Q4 | $1.34M | Hold |
12,105
| – | – | 1.18% | 30 |
|
|
2022
Q3 | $1.06M | Buy |
12,105
+2,805
| +30% | +$245K | 1.01% | 32 |
|
|
2022
Q2 | $768K | Hold |
9,300
| – | – | 0.61% | 45 |
|
|
2022
Q1 | $768K | Hold |
9,300
| – | – | 0.61% | 45 |
|
|
2021
Q4 | $569K | Buy |
+9,300
| New | +$569K | 0.42% | 59 |
|