Navalign LLC’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,005
| Closed | -$235K | – | 123 |
|
|
2024
Q3 | $235K | Buy |
2,005
+266
| +15% | +$31.2K | 0.07% | 110 |
|
|
2024
Q2 | $200K | Buy |
+1,739
| New | +$200K | 0.06% | 113 |
|
|
2024
Q1 | – | Sell |
-2,393
| Closed | -$239K | – | 127 |
|
|
2023
Q4 | $239K | Buy |
2,393
+111
| +5% | +$11.1K | 0.08% | 120 |
|
|
2023
Q3 | $268K | Sell |
2,282
-643
| -22% | -$75.6K | 0.1% | 123 |
|
|
2023
Q2 | $314K | Sell |
2,925
-356
| -11% | -$38.2K | 0.13% | 97 |
|
|
2023
Q1 | $360K | Buy |
3,281
+983
| +43% | +$108K | 0.15% | 93 |
|
|
2022
Q4 | $254K | Buy |
+2,298
| New | +$254K | 0.1% | 115 |
|