MAM
McCarthy Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,201
| Closed | -$182K | – | 307 |
|
|
2022
Q1 | $182K | Sell |
2,201
-37
| -2% | -$3.06K | 0.13% | 41 |
|
|
2021
Q4 | $137K | Hold |
2,238
| – | – | 0.09% | 49 |
|
|
2021
Q3 | $132K | Hold |
2,238
| – | – | 0.1% | 45 |
|
|
2021
Q2 | $141K | Sell |
2,238
-329
| -13% | -$20.7K | 0.1% | 47 |
|
|
2021
Q1 | $143K | Hold |
2,567
| – | – | 0.11% | 44 |
|
|
2020
Q4 | $106K | Buy |
+2,567
| New | +$106K | 0.09% | 53 |
|