OptiFour Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $411K | Sell |
5,895
-24
| -0.4% | -$1.67K | 0.28% | 44 |
|
|
2019
Q3 | $418K | Sell |
5,919
-602
| -9% | -$42.5K | 0.3% | 44 |
|
|
2019
Q2 | $500K | Buy |
6,521
+146
| +2% | +$11.2K | 0.35% | 41 |
|
|
2019
Q1 | $515K | Hold |
6,375
| – | – | 0.42% | 25 |
|
|
2018
Q4 | $435K | Sell |
6,375
-115
| -2% | -$7.85K | 0.4% | 26 |
|
|
2018
Q3 | $552K | Sell |
6,490
-150
| -2% | -$12.8K | 0.45% | 27 |
|
|
2018
Q2 | $549K | Sell |
6,640
-2,840
| -30% | -$235K | 0.47% | 24 |
|
|
2018
Q1 | $707K | Hold |
9,480
| – | – | 0.59% | 21 |
|
|
2017
Q4 | $793K | Buy |
+9,480
| New | +$793K | 0.66% | 21 |
|