Members Capital Advisors Inc’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,379
| Closed | -$1.86M | – | 69 |
|
|
2023
Q2 | $1.86M | Hold |
17,379
| – | – | 1.91% | 15 |
|
|
2023
Q1 | $1.91M | Hold |
17,379
| – | – | 1.38% | 27 |
|
|
2022
Q4 | $1.92M | Hold |
17,379
| – | – | 1.38% | 32 |
|
|
2022
Q3 | $1.52M | Buy |
17,379
+2,508
| +17% | +$219K | 1.2% | 37 |
|
|
2022
Q2 | $1.27M | Buy |
+14,871
| New | +$1.27M | 0.92% | 56 |
|
|
2021
Q2 | – | Sell |
-32,561
| Closed | -$1.82M | – | 69 |
|
|
2021
Q1 | $1.82M | Hold |
32,561
| – | – | 1.39% | 22 |
|
|
2020
Q4 | $1.34M | Hold |
32,561
| – | – | 1.14% | 34 |
|
|
2020
Q3 | $1.12M | Buy |
+32,561
| New | +$1.12M | 1.05% | 37 |
|
|
2020
Q1 | – | Sell |
-20,061
| Closed | -$1.4M | – | 49 |
|
|
2019
Q4 | $1.4M | Buy |
+20,061
| New | +$1.4M | 1.07% | 38 |
|