PagnatoKarp 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
Q2 | – | Sell |
-14,382
| Closed | -$546K | – | 154 |
|
|
2020
Q1 | $546K | Buy |
14,382
+5,886
| +69% | +$223K | 0.14% | 83 |
|
|
2019
Q4 | $593K | Sell |
8,496
-704
| -8% | -$49.1K | 0.1% | 94 |
|
|
2019
Q3 | $650K | Sell |
9,200
-500
| -5% | -$35.3K | 0.13% | 84 |
|
|
2019
Q2 | $743K | Buy |
9,700
+386
| +4% | +$29.6K | 0.16% | 68 |
|
|
2019
Q1 | $753K | Sell |
9,314
-5,049
| -35% | -$408K | 0.17% | 69 |
|
|
2018
Q4 | $979K | Sell |
14,363
-2,551
| -15% | -$174K | 0.21% | 60 |
|
|
2018
Q3 | $1.44M | Buy |
16,914
+1,618
| +11% | +$138K | 0.42% | 40 |
|
|
2018
Q2 | $1.27M | Buy |
15,296
+287
| +2% | +$23.7K | 0.4% | 40 |
|
|
2018
Q1 | $1.12M | Sell |
15,009
-1,315
| -8% | -$98.1K | 0.47% | 40 |
|
|
2017
Q4 | $1.37M | Sell |
16,324
-862
| -5% | -$72.1K | 0.4% | 41 |
|
|
2017
Q3 | $1.41M | Buy |
17,186
+434
| +3% | +$35.6K | 0.36% | 33 |
|
|
2017
Q2 | $1.35M | Buy |
16,752
+480
| +3% | +$38.7K | 0.41% | 35 |
|
|
2017
Q1 | $1.34M | Buy |
16,272
+142
| +0.9% | +$11.7K | 0.39% | 34 |
|
|
2016
Q4 | $1.46M | Buy |
+16,130
| New | +$1.46M | 0.44% | 33 |
|