Personal Wealth Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-548
| Closed | -$35K | – | 412 |
|
|
2021
Q2 | $35K | Buy |
+548
| New | +$35K | 0.01% | 173 |
|
|
2020
Q1 | – | Sell |
-2,213
| Closed | -$154K | – | 643 |
|
|
2019
Q4 | $154K | Hold |
2,213
| – | – | 0.07% | 81 |
|
|
2019
Q3 | $156K | Sell |
2,213
-40
| -2% | -$2.82K | 0.07% | 77 |
|
|
2019
Q2 | $173K | Buy |
+2,253
| New | +$173K | 0.08% | 65 |
|