Loveless 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
2022
Q2
$8.8M Sell
102,737
-10,997
-10% -$942K 5.76% 1
2022
Q1
$9.39M Sell
113,734
-10,795
-9% -$892K 5.31% 1
2021
Q4
$7.62M Buy
124,529
+934
+0.8% +$57.2K 4.18% 1
2021
Q3
$7.27M Sell
123,595
-7,302
-6% -$430K 4.42% 1
2021
Q2
$8.26M Sell
130,897
-2,916
-2% -$184K 5.02% 1
2021
Q1
$7.47M Buy
133,813
+3,636
+3% +$203K 4.93% 1
2020
Q4
$5.37M Sell
130,177
-11,989
-8% -$494K 3.96% 1
2020
Q3
$4.88M Sell
142,166
-4,555
-3% -$156K 4.12% 1
2020
Q2
$6.56M Buy
146,721
+2,450
+2% +$110K 6.11% 1
2020
Q1
$5.48M Buy
144,271
+8,355
+6% +$317K 6.45% 1
2019
Q4
$9.56M Buy
+135,916
New +$9.56M 8.24% 1