Partnervest Advisory Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $538K | Sell |
15,674
-5,015
| -24% | -$172K | 0.17% | 107 |
|
|
2020
Q2 | $925K | Sell |
20,689
-13,585
| -40% | -$607K | 0.35% | 58 |
|
|
2020
Q1 | $1.3M | Buy |
34,274
+15,494
| +83% | +$588K | 0.58% | 28 |
|
|
2019
Q4 | $1.31M | Buy |
18,780
+1,126
| +6% | +$78.5K | 0.48% | 40 |
|
|
2019
Q3 | $1.25M | Sell |
17,654
-38
| -0.2% | -$2.68K | 0.45% | 45 |
|
|
2019
Q2 | $1.36M | Sell |
17,692
-1,465
| -8% | -$112K | 0.54% | 40 |
|
|
2019
Q1 | $1.55M | Buy |
19,157
+1,891
| +11% | +$153K | 0.64% | 26 |
|
|
2018
Q4 | $1.18M | Buy |
17,266
+3,510
| +26% | +$239K | 0.57% | 36 |
|
|
2018
Q3 | $1.17M | Sell |
13,756
-622
| -4% | -$52.9K | 0.46% | 46 |
|
|
2018
Q2 | $1.19M | Buy |
14,378
+776
| +6% | +$64.2K | 0.55% | 37 |
|
|
2018
Q1 | $1.02M | Sell |
13,602
-2,038
| -13% | -$152K | 0.49% | 44 |
|
|
2017
Q4 | $1.31M | Buy |
15,640
+578
| +4% | +$48.3K | 0.64% | 32 |
|
|
2017
Q3 | $1.24M | Sell |
15,062
-5,531
| -27% | -$454K | 0.6% | 34 |
|
|
2017
Q2 | $1.66M | Sell |
20,593
-2,179
| -10% | -$176K | 0.75% | 27 |
|
|
2017
Q1 | $1.87M | Buy |
22,772
+7,028
| +45% | +$576K | 0.84% | 23 |
|
|
2016
Q4 | $1.42M | Buy |
15,744
+8,596
| +120% | +$776K | 0.66% | 31 |
|
|
2016
Q3 | $624K | Sell |
7,148
-280
| -4% | -$24.4K | 0.29% | 77 |
|
|
2016
Q2 | $696K | Sell |
7,428
-713
| -9% | -$66.8K | 0.34% | 59 |
|
|
2016
Q1 | $680K | Buy |
8,141
+1,669
| +26% | +$139K | 0.36% | 55 |
|
|
2015
Q4 | $504K | Sell |
6,472
-6,356
| -50% | -$495K | 0.28% | 77 |
|
|
2015
Q3 | $954K | Sell |
12,828
-943
| -7% | -$70.1K | 0.54% | 36 |
|
|
2015
Q2 | $1.15M | Buy |
13,771
+6,547
| +91% | +$545K | 0.57% | 33 |
|
|
2015
Q1 | $614K | Buy |
7,224
+36
| +0.5% | +$3.06K | 0.32% | 58 |
|
|
2014
Q4 | $665K | Buy |
7,188
+596
| +9% | +$55.1K | 0.32% | 56 |
|
|
2014
Q3 | $620K | Sell |
6,592
-1,416
| -18% | -$133K | 0.32% | 57 |
|
|
2014
Q2 | $806K | Sell |
8,008
-900
| -10% | -$90.6K | 0.36% | 43 |
|
|
2014
Q1 | $870K | Buy |
8,908
+482
| +6% | +$47.1K | 0.39% | 38 |
|
|
2013
Q4 | $853K | Buy |
8,426
+1,314
| +18% | +$133K | 0.4% | 39 |
|
|
2013
Q3 | $612K | Buy |
7,112
+202
| +3% | +$17.4K | 0.31% | 42 |
|
|
2013
Q2 | $624K | Buy |
+6,910
| New | +$624K | 0.28% | 41 |
|