KLR 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
Q1 | $482K | Sell |
4,002
-15
| -0.4% | -$1.81K | 0.35% | 72 |
|
|
2023
Q4 | $402K | Sell |
4,017
-1,303
| -24% | -$130K | 0.29% | 101 |
|
|
2023
Q3 | $583K | Buy |
5,320
+385
| +8% | +$42.2K | 0.53% | 45 |
|
|
2023
Q2 | $529K | Sell |
4,935
-385
| -7% | -$41.3K | 0.44% | 64 |
|
|
2023
Q1 | $583K | Sell |
5,320
-387
| -7% | -$42.4K | 0.51% | 50 |
|
|
2022
Q4 | $629K | Buy |
+5,707
| New | +$629K | 0.52% | 47 |
|