Members Advisory Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,710
| Closed | -$471K | – | 28 |
|
2023
Q4 | $471K | Buy |
+4,710
| New | +$471K | 0.28% | 15 |
|
2023
Q1 | – | Sell |
-5,766
| Closed | -$636K | – | 19 |
|
2022
Q4 | $636K | Buy |
5,766
+264
| +5% | +$29.1K | 0.43% | 16 |
|
2022
Q3 | $480K | Sell |
5,502
-2,035
| -27% | -$178K | 0.36% | 15 |
|
2022
Q2 | $645K | Buy |
+7,537
| New | +$645K | 0.46% | 15 |
|