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