NBW Capital’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,722
| Closed | -$200K | – | 121 |
|
|
2024
Q1 | $200K | Buy |
+1,722
| New | +$200K | 0.04% | 110 |
|
|
2015
Q1 | – | Sell |
-2,814
| Closed | -$260K | – | 76 |
|
|
2014
Q4 | $260K | Sell |
2,814
-840
| -23% | -$77.6K | 0.06% | 74 |
|
|
2014
Q3 | $344K | Buy |
3,654
+323
| +10% | +$30.4K | 0.07% | 77 |
|
|
2014
Q2 | $335K | Sell |
3,331
-1,145
| -26% | -$115K | 0.08% | 76 |
|
|
2014
Q1 | $437K | Sell |
4,476
-6,055
| -57% | -$591K | 0.11% | 72 |
|
|
2013
Q4 | $1.07M | Sell |
10,531
-88
| -0.8% | -$8.91K | 0.17% | 75 |
|
|
2013
Q3 | $914K | Sell |
10,619
-110
| -1% | -$9.47K | 0.16% | 76 |
|
|
2013
Q2 | $969K | Buy |
+10,729
| New | +$969K | 0.18% | 72 |
|