Northstar Wealth Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.25M | Sell |
36,427
-9,849
| -21% | -$338K | 0.58% | 57 |
|
|
2020
Q2 | $2.07M | Buy |
46,276
+3,648
| +9% | +$163K | 0.86% | 37 |
|
|
2020
Q1 | $1.62M | Sell |
42,628
-9,049
| -18% | -$343K | 0.82% | 40 |
|
|
2019
Q4 | $3.61M | Sell |
51,677
-242
| -0.5% | -$16.9K | 1.48% | 17 |
|
|
2019
Q3 | $3.67M | Buy |
51,919
+1,814
| +4% | +$128K | 1.61% | 18 |
|
|
2019
Q2 | $3.84M | Sell |
50,105
-376
| -0.7% | -$28.8K | 1.71% | 14 |
|
|
2019
Q1 | $4.08M | Sell |
50,481
-874
| -2% | -$70.6K | 1.87% | 10 |
|
|
2018
Q4 | $3.5M | Sell |
51,355
-1,115
| -2% | -$76K | 1.84% | 11 |
|
|
2018
Q3 | $4.46M | Sell |
52,470
-2,677
| -5% | -$228K | 2.14% | 7 |
|
|
2018
Q2 | $4.56M | Buy |
55,147
+1,650
| +3% | +$136K | 2.28% | 5 |
|
|
2018
Q1 | $3.99M | Buy |
53,497
+16,173
| +43% | +$1.21M | 2.04% | 5 |
|
|
2017
Q4 | $3.25M | Sell |
37,324
-1,417
| -4% | -$123K | 2.89% | 3 |
|
|
2017
Q3 | $3.18M | Sell |
38,741
-13,082
| -25% | -$1.07M | 3.1% | 2 |
|
|
2017
Q2 | $4.15M | Sell |
51,823
-3,801
| -7% | -$305K | 3.79% | 2 |
|
|
2017
Q1 | $4.59M | Buy |
+55,624
| New | +$4.59M | 4.27% | 2 |
|