PFA
Paradigm Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,436
| Closed | -$217K | – | 238 |
|
|
2021
Q2 | $217K | Sell |
3,436
-661
| -16% | -$41.7K | 0.05% | 195 |
|
|
2021
Q1 | $229K | Buy |
+4,097
| New | +$229K | 0.06% | 172 |
|
|
2020
Q4 | – | Sell |
-7,071
| Closed | -$243K | – | 167 |
|
|
2020
Q3 | $243K | Sell |
7,071
-3,977
| -36% | -$137K | 0.07% | 109 |
|
|
2020
Q2 | $494K | Sell |
11,048
-1,900
| -15% | -$85K | 0.16% | 78 |
|
|
2020
Q1 | $492K | Sell |
12,948
-621
| -5% | -$23.6K | 0.18% | 78 |
|
|
2019
Q4 | $947K | Sell |
13,569
-5,486
| -29% | -$383K | 0.33% | 59 |
|
|
2019
Q3 | $1.35M | Sell |
19,055
-1,475
| -7% | -$104K | 0.53% | 50 |
|
|
2019
Q2 | $1.57M | Sell |
20,530
-1,948
| -9% | -$149K | 0.58% | 46 |
|
|
2019
Q1 | $1.82M | Sell |
22,478
-371
| -2% | -$30K | 0.69% | 45 |
|
|
2018
Q4 | $1.56M | Sell |
22,849
-7,808
| -25% | -$532K | 0.69% | 43 |
|
|
2018
Q3 | $2.61M | Sell |
30,657
-325
| -1% | -$27.6K | 1.02% | 33 |
|
|
2018
Q2 | $2.56M | Sell |
30,982
-1,657
| -5% | -$137K | 1.09% | 31 |
|
|
2018
Q1 | $2.44M | Sell |
32,639
-7,105
| -18% | -$530K | 1.06% | 31 |
|
|
2017
Q4 | $3.32M | Sell |
39,744
-1,153
| -3% | -$96.4K | 1.51% | 21 |
|
|
2017
Q3 | $3.35M | Sell |
40,897
-1,765
| -4% | -$145K | 1.62% | 21 |
|
|
2017
Q2 | $3.44M | Sell |
42,662
-910
| -2% | -$73.5K | 1.74% | 21 |
|
|
2017
Q1 | $3.57M | Sell |
43,572
-1,057
| -2% | -$86.7K | 1.83% | 18 |
|
|
2016
Q4 | $4.03M | Sell |
44,629
-1,393
| -3% | -$126K | 2.2% | 15 |
|
|
2016
Q3 | $4.02M | Sell |
46,022
-1,595
| -3% | -$139K | 2.41% | 16 |
|
|
2016
Q2 | $4.46M | Sell |
47,617
-733
| -2% | -$68.7K | 2.7% | 13 |
|
|
2016
Q1 | $4.04M | Buy |
48,350
+744
| +2% | +$62.2K | 1.57% | 17 |
|
|
2015
Q4 | $3.71M | Sell |
47,606
-2,074
| -4% | -$162K | 2.33% | 18 |
|
|
2015
Q3 | $3.69M | Buy |
49,680
+16,308
| +49% | +$1.21M | 2.43% | 18 |
|
|
2015
Q2 | $2.78M | Buy |
33,372
+801
| +2% | +$66.6K | 2.09% | 21 |
|
|
2015
Q1 | $2.77M | Buy |
32,571
+285
| +0.9% | +$24.2K | 2.14% | 21 |
|
|
2014
Q4 | $2.98M | Buy |
32,286
+779
| +2% | +$72K | 2.42% | 16 |
|
|
2014
Q3 | $2.96M | Buy |
31,507
+238
| +0.8% | +$22.4K | 2.53% | 13 |
|
|
2014
Q2 | $3.15M | Buy |
31,269
+609
| +2% | +$61.3K | 2.69% | 12 |
|
|
2014
Q1 | $3M | Sell |
30,660
-301
| -1% | -$29.4K | 2.76% | 10 |
|
|
2013
Q4 | $3.13M | Buy |
+30,961
| New | +$3.13M | 3.07% | 7 |
|