Mid Atlantic Financial Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$4.38M Buy
74,460
+3,594
+5% +$211K 0.29% 73
2021
Q2
$4.47M Buy
70,866
+1,334
+2% +$84.1K 0.3% 72
2021
Q1
$3.88M Buy
69,532
+125
+0.2% +$6.98K 0.28% 80
2020
Q4
$2.86M Buy
69,407
+29,796
+75% +$1.23M 0.22% 101
2020
Q3
$1.46M Sell
39,611
-2,608
-6% -$96.3K 0.13% 145
2020
Q2
$1.89M Sell
42,219
-7,481
-15% -$335K 0.18% 117
2020
Q1
$1.89M Sell
49,700
-993
-2% -$37.7K 0.22% 98
2019
Q4
$3.54M Sell
50,693
-1,992
-4% -$139K 0.33% 73
2019
Q3
$3.72M Sell
52,685
-3,875
-7% -$274K 0.4% 55
2019
Q2
$4.33M Sell
56,560
-3,100
-5% -$238K 0.45% 45
2019
Q1
$4.82M Buy
59,660
+8,405
+16% +$679K 0.53% 30
2018
Q4
$3.5M Buy
+51,255
New +$3.5M 0.43% 52