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 |
|