Longer Investments’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $2.4M | Sell |
29,645
-980
| -3% | -$79.2K | 2.83% | 13 |
|
2018
Q4 | $2.09M | Sell |
30,625
-2,095
| -6% | -$143K | 2.43% | 13 |
|
2018
Q3 | $2.78M | Sell |
32,720
-1,845
| -5% | -$157K | 2.68% | 14 |
|
2018
Q2 | $2.86M | Buy |
34,565
+1,085
| +3% | +$89.8K | 2.78% | 10 |
|
2018
Q1 | $2.5M | Buy |
33,480
+2,818
| +9% | +$210K | 2.73% | 14 |
|
2017
Q4 | $2.57M | Buy |
30,662
+4,405
| +17% | +$368K | 2.15% | 18 |
|
2017
Q3 | $2.15M | Buy |
26,257
+162
| +0.6% | +$13.3K | 1.92% | 21 |
|
2017
Q2 | $2.11M | Buy |
26,095
+6,090
| +30% | +$492K | 1.84% | 21 |
|
2017
Q1 | $1.64M | Buy |
+20,005
| New | +$1.64M | 1.58% | 29 |
|
2015
Q4 | – | Sell |
-16,295
| Closed | -$1.21M | – | 43 |
|
2015
Q3 | $1.21M | Buy |
+16,295
| New | +$1.21M | 1.43% | 23 |
|