Kore Private Wealth’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.91M | Sell |
44,761
-1,489
| -3% | -$130K | 0.71% | 31 |
|
|
2022
Q2 | $3.96M | Sell |
46,250
-3,521
| -7% | -$302K | 0.61% | 40 |
|
|
2022
Q1 | $4.11M | Sell |
49,771
-2,267
| -4% | -$187K | 0.52% | 42 |
|
|
2021
Q4 | $3.18M | Sell |
52,038
-6,859
| -12% | -$420K | 0.39% | 54 |
|
|
2021
Q3 | $3.46M | Sell |
58,897
-11,959
| -17% | -$703K | 0.36% | 56 |
|
|
2021
Q2 | $4.47M | Buy |
70,856
+1,608
| +2% | +$101K | 0.5% | 40 |
|
|
2021
Q1 | $3.87M | Sell |
69,248
-5,190
| -7% | -$290K | 0.52% | 42 |
|
|
2020
Q4 | $3.07M | Sell |
74,438
-902
| -1% | -$37.2K | 0.47% | 43 |
|
|
2020
Q3 | $2.59M | Sell |
75,340
-11,404
| -13% | -$391K | 0.5% | 45 |
|
|
2020
Q2 | $3.88M | Buy |
86,744
+1,637
| +2% | +$73.2K | 0.79% | 28 |
|
|
2020
Q1 | $3.23M | Buy |
85,107
+66,728
| +363% | +$2.53M | 0.77% | 30 |
|
|
2019
Q4 | $1.28M | Sell |
18,379
-173
| -0.9% | -$12.1K | 0.24% | 80 |
|
|
2019
Q3 | $1.28M | Sell |
18,552
-232
| -1% | -$16K | 0.29% | 74 |
|
|
2019
Q2 | $1.44M | Hold |
18,784
| – | – | 0.33% | 65 |
|
|
2019
Q1 | $1.52M | Sell |
18,784
-263
| -1% | -$21.3K | 0.34% | 62 |
|
|
2018
Q4 | $1.3M | Buy |
+19,047
| New | +$1.3M | 0.36% | 63 |
|