Northstar Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.94M | Sell |
33,650
-90
| -0.3% | -$5.18K | 0.26% | 86 |
|
|
2021
Q1 | $1.88M | Sell |
33,740
-1,669
| -5% | -$93.2K | 0.27% | 82 |
|
|
2020
Q4 | $1.46M | Sell |
35,409
-5,740
| -14% | -$237K | 0.23% | 84 |
|
|
2020
Q3 | $1.41M | Sell |
41,149
-3,070
| -7% | -$105K | 0.25% | 77 |
|
|
2020
Q2 | $1.98M | Sell |
44,219
-493
| -1% | -$22K | 0.42% | 63 |
|
|
2020
Q1 | $1.7M | Sell |
44,712
-7,305
| -14% | -$277K | 0.42% | 64 |
|
|
2019
Q4 | $3.63M | Sell |
52,017
-2,860
| -5% | -$200K | 0.57% | 58 |
|
|
2019
Q3 | $3.76M | Sell |
54,877
-18,041
| -25% | -$1.24M | 0.63% | 58 |
|
|
2019
Q2 | $5.59M | Sell |
72,918
-3,917
| -5% | -$300K | 1.03% | 39 |
|
|
2019
Q1 | $6.21M | Sell |
76,835
-11,729
| -13% | -$948K | 1.15% | 38 |
|
|
2018
Q4 | $6.04M | Sell |
88,564
-3,114
| -3% | -$212K | 1.32% | 38 |
|
|
2018
Q3 | $7.79M | Sell |
91,678
-45,020
| -33% | -$3.83M | 1.55% | 37 |
|
|
2018
Q2 | $11.3M | Buy |
136,698
+603
| +0.4% | +$49.9K | 2.36% | 8 |
|
|
2018
Q1 | $10.2M | Buy |
136,095
+1,715
| +1% | +$128K | 2.15% | 14 |
|
|
2017
Q4 | $11.2M | Buy |
134,380
+3,491
| +3% | +$292K | 2.03% | 12 |
|
|
2017
Q3 | $10.7M | Sell |
130,889
-4,223
| -3% | -$346K | 2.1% | 13 |
|
|
2017
Q2 | $10.9M | Sell |
135,112
-1,669
| -1% | -$135K | 2.2% | 11 |
|
|
2017
Q1 | $11.2M | Sell |
136,781
-1,276
| -0.9% | -$105K | 2.26% | 11 |
|
|
2016
Q4 | $12.5M | Buy |
138,057
+2,369
| +2% | +$214K | 2.79% | 2 |
|
|
2016
Q3 | $11.8M | Buy |
+135,688
| New | +$11.8M | 2.71% | 2 |
|
|
2015
Q4 | – | Sell |
-113,254
| Closed | -$8.42M | – | 107 |
|
|
2015
Q3 | $8.42M | Buy |
+113,254
| New | +$8.42M | 2.3% | 8 |
|