MIAN
Mariner Independent Advisor Network’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $7.51M | Buy |
86,056
+237
| +0.3% | +$20.7K | 0.32% | 68 |
|
|
2022
Q2 | $7.36M | Buy |
85,819
+9,518
| +12% | +$816K | 0.31% | 78 |
|
|
2022
Q1 | $6.34M | Buy |
76,301
+25,872
| +51% | +$2.15M | 0.24% | 100 |
|
|
2021
Q4 | $3.16M | Sell |
50,429
-3,036
| -6% | -$190K | 0.15% | 160 |
|
|
2021
Q3 | $3.15M | Buy |
53,465
+10,461
| +24% | +$616K | 0.15% | 157 |
|
|
2021
Q2 | $2.71M | Buy |
43,004
+2,000
| +5% | +$126K | 0.12% | 188 |
|
|
2021
Q1 | $2.29M | Sell |
41,004
-18,013
| -31% | -$1.01M | 0.12% | 177 |
|
|
2020
Q4 | $2.43M | Buy |
59,017
+23,545
| +66% | +$971K | 0.13% | 173 |
|
|
2020
Q3 | $1.22M | Buy |
35,472
+4,350
| +14% | +$149K | 0.1% | 193 |
|
|
2020
Q2 | $1.37M | Sell |
31,122
-20,528
| -40% | -$902K | 0.13% | 182 |
|
|
2020
Q1 | $1.95M | Sell |
51,650
-8,517
| -14% | -$321K | 0.18% | 132 |
|
|
2019
Q4 | $4.22M | Buy |
60,167
+4,202
| +8% | +$294K | 0.3% | 81 |
|
|
2019
Q3 | $3.88M | Buy |
55,965
+1,644
| +3% | +$114K | 0.3% | 88 |
|
|
2019
Q2 | $4.16M | Sell |
54,321
-2,914
| -5% | -$223K | 0.31% | 84 |
|
|
2019
Q1 | $4.65M | Sell |
57,235
-2,414
| -4% | -$196K | 0.39% | 67 |
|
|
2018
Q4 | $4.21M | Buy |
+59,649
| New | +$4.21M | 0.37% | 71 |
|
|
2018
Q3 | – | Sell |
-21,077
| Closed | -$1.74M | – | 299 |
|
|
2018
Q2 | $1.74M | Sell |
21,077
-342,273
| -94% | -$28.3M | 0.31% | 69 |
|
|
2018
Q1 | $27.1M | Buy |
363,350
+178,826
| +97% | +$13.3M | 1.67% | 12 |
|
|
2017
Q4 | $15.4M | Buy |
184,524
+161,653
| +707% | +$13.5M | 1.61% | 14 |
|
|
2017
Q3 | $1.88M | Sell |
22,871
-190,316
| -89% | -$15.6M | 0.3% | 70 |
|
|
2017
Q2 | $17.2M | Buy |
+213,187
| New | +$17.2M | 2.47% | 7 |
|
|
2017
Q1 | – | Sell |
-209,882
| Closed | -$18.9M | – | 361 |
|
|
2016
Q4 | $18.9M | Sell |
209,882
-5,987
| -3% | -$540K | 3.07% | 5 |
|
|
2016
Q3 | $18.8M | Buy |
215,869
+11,349
| +6% | +$991K | 2.69% | 8 |
|
|
2016
Q2 | $19.2M | Buy |
204,520
+190,382
| +1,347% | +$17.8M | 3.62% | 6 |
|
|
2016
Q1 | $1.53M | Sell |
14,138
-11,458
| -45% | -$1.24M | 0.49% | 59 |
|
|
2015
Q4 | $2M | Buy |
25,596
+602
| +2% | +$46.9K | 1.34% | 22 |
|
|
2015
Q3 | $1.86M | Buy |
24,994
+4,298
| +21% | +$320K | 0.71% | 40 |
|
|
2015
Q2 | $1.72M | Buy |
20,696
+1,324
| +7% | +$110K | 0.84% | 38 |
|
|
2015
Q1 | $1.65M | Buy |
+19,372
| New | +$1.65M | 0.92% | 35 |
|
|
2014
Q4 | – | Sell |
-79,649
| Closed | -$7.49M | – | 183 |
|
|
2014
Q3 | $7.49M | Buy |
79,649
+75
| +0.1% | +$7.05K | 3.91% | 7 |
|
|
2014
Q2 | $8.01M | Buy |
+79,574
| New | +$8.01M | 3.94% | 6 |
|