Lenox Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $62K | Hold |
1,395
| – | – | 0.02% | 233 |
|
|
2020
Q1 | $52K | Sell |
1,395
-143
| -9% | -$5.33K | 0.02% | 242 |
|
|
2019
Q4 | $107K | Buy |
1,538
+162
| +12% | +$11.3K | 0.03% | 207 |
|
|
2019
Q3 | $97K | Buy |
1,376
+3
| +0.2% | +$211 | 0.03% | 211 |
|
|
2019
Q2 | $105K | Sell |
1,373
-293
| -18% | -$22.4K | 0.03% | 186 |
|
|
2019
Q1 | $135K | Buy |
1,666
+5
| +0.3% | +$405 | 0.04% | 154 |
|
|
2018
Q4 | $113K | Buy |
1,661
+404
| +32% | +$27.5K | 0.04% | 147 |
|
|
2018
Q3 | $107K | Sell |
1,257
-695
| -36% | -$59.2K | 0.03% | 189 |
|
|
2018
Q2 | $161K | Hold |
1,952
| – | – | 0.05% | 147 |
|
|
2018
Q1 | $145K | Sell |
1,952
-398
| -17% | -$29.6K | 0.05% | 150 |
|
|
2017
Q4 | $197K | Sell |
2,350
-78
| -3% | -$6.54K | 0.06% | 134 |
|
|
2017
Q3 | $199K | Buy |
2,428
+242
| +11% | +$19.8K | 0.07% | 135 |
|
|
2017
Q2 | $176K | Sell |
2,186
-300
| -12% | -$24.2K | 0.07% | 134 |
|
|
2017
Q1 | $204K | Sell |
2,486
-122
| -5% | -$10K | 0.15% | 38 |
|
|
2016
Q4 | $235K | Buy |
2,608
+312
| +14% | +$28.1K | 0.18% | 22 |
|
|
2016
Q3 | $200K | Sell |
2,296
-5,750
| -71% | -$501K | 0.16% | 25 |
|
|
2016
Q2 | $754K | Sell |
8,046
-33
| -0.4% | -$3.09K | 0.55% | 10 |
|
|
2016
Q1 | $675K | Buy |
8,079
+6,000
| +289% | +$501K | 0.47% | 10 |
|
|
2015
Q4 | $162K | Sell |
2,079
-27
| -1% | -$2.1K | 0.13% | 40 |
|
|
2015
Q3 | $157K | Buy |
2,106
+12
| +0.6% | +$895 | 0.13% | 32 |
|
|
2015
Q2 | $174K | Buy |
2,094
+71
| +4% | +$5.9K | 0.13% | 32 |
|
|
2015
Q1 | $172K | Buy |
2,023
+54
| +3% | +$4.59K | 0.12% | 36 |
|
|
2014
Q4 | $182K | Hold |
1,969
| – | – | 0.12% | 38 |
|
|
2014
Q3 | $185K | Buy |
1,969
+289
| +17% | +$27.2K | 0.13% | 36 |
|
|
2014
Q2 | $169K | Sell |
1,680
-200
| -11% | -$20.1K | 0.12% | 44 |
|
|
2014
Q1 | $184K | Buy |
1,880
+300
| +19% | +$29.4K | 0.09% | 46 |
|
|
2013
Q4 | $160K | Buy |
+1,580
| New | +$160K | 0.11% | 62 |
|