PHH Investments’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,299
| Closed | -$304K | – | 85 |
|
|
2019
Q3 | $304K | Buy |
+4,299
| New | +$304K | 0.08% | 72 |
|
|
2017
Q3 | – | Sell |
-3,475
| Closed | -$281K | – | 76 |
|
|
2017
Q2 | $281K | Sell |
3,475
-8,870
| -72% | -$717K | 0.1% | 66 |
|
|
2017
Q1 | $1.01M | Sell |
12,345
-293
| -2% | -$24K | 0.37% | 50 |
|
|
2016
Q4 | $1.08M | Buy |
+12,638
| New | +$1.08M | 0.44% | 47 |
|