OAM
Optimal Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.37M | Buy |
40,217
+100
| +0.2% | +$5.88K | 0.3% | 120 |
|
|
2021
Q2 | $2.53M | Buy |
40,117
+1
| +0% | +$63 | 0.3% | 123 |
|
|
2021
Q1 | $2.24M | Buy |
40,116
+9,001
| +29% | +$503K | 0.29% | 131 |
|
|
2020
Q4 | $1.28M | Sell |
31,115
-31,077
| -50% | -$1.28M | 0.18% | 191 |
|
|
2020
Q3 | $2.14M | Buy |
62,192
+36,100
| +138% | +$1.24M | 0.31% | 107 |
|
|
2020
Q2 | $1.17M | Sell |
26,092
-28,466
| -52% | -$1.27M | 0.19% | 180 |
|
|
2020
Q1 | $2.07K | Buy |
54,558
+33,676
| +161% | +$1.28K | 0.19% | 182 |
|
|
2019
Q4 | $1.46M | Buy |
+20,882
| New | +$1.46M | 0.22% | 177 |
|