Nicola Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-36,374
| Closed | -$1.88M | – | 118 |
|
|
2019
Q4 | $1.88M | Buy |
36,374
+15,927
| +78% | +$825K | 0.28% | 86 |
|
|
2019
Q3 | $1.91M | Hold |
20,447
| – | – | 0.3% | 82 |
|
|
2019
Q2 | $2.05M | Hold |
20,447
| – | – | 0.34% | 81 |
|
|
2019
Q1 | $2.21M | Sell |
20,447
-54,000
| -73% | -$5.83M | 0.33% | 90 |
|
|
2018
Q4 | $5.59M | Buy |
74,447
+54,000
| +264% | +$4.05M | 0.92% | 45 |
|
|
2018
Q3 | $2.25M | Buy |
+20,447
| New | +$2.25M | 0.39% | 84 |
|