Orser Capital 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 |
-3,103
| Closed | -$216K | – | 86 |
|
|
2019
Q4 | $216K | Sell |
3,103
-500
| -14% | -$34.8K | 0.21% | 78 |
|
|
2019
Q3 | $244K | Buy |
3,603
+600
| +20% | +$40.6K | 0.29% | 59 |
|
|
2019
Q2 | $230K | Hold |
3,003
| – | – | 0.24% | 62 |
|
|
2019
Q1 | $243K | Sell |
3,003
-1,016
| -25% | -$82.2K | 0.27% | 61 |
|
|
2018
Q4 | $329K | Hold |
4,019
| – | – | 0.38% | 57 |
|
|
2018
Q3 | $329K | Sell |
4,019
-8,150
| -67% | -$667K | 0.32% | 68 |
|
|
2018
Q2 | $1.01M | Sell |
12,169
-1,950
| -14% | -$161K | 0.88% | 49 |
|
|
2018
Q1 | $1.1M | Buy |
14,119
+1,950
| +16% | +$152K | 1.02% | 43 |
|
|
2017
Q4 | $1.06M | Buy |
+12,169
| New | +$1.06M | 0.94% | 47 |
|