Matrix Private Capital Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,998
| Closed | -$331K | – | 209 |
|
2022
Q4 | $331K | Sell |
2,998
-200
| -6% | -$22.1K | 0.22% | 90 |
|
2022
Q3 | $279K | Sell |
3,198
-214
| -6% | -$18.7K | 0.19% | 93 |
|
2022
Q2 | $292K | Buy |
3,412
+25
| +0.7% | +$2.14K | 0.17% | 111 |
|
2022
Q1 | $280K | Buy |
3,387
+79
| +2% | +$6.53K | 0.14% | 138 |
|
2021
Q4 | $202K | Buy |
+3,308
| New | +$202K | 0.1% | 182 |
|