PVWM
Point View Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.19M | Sell |
77,474
-10,990
| -12% | -$453K | 1.3% | 6 |
|
|
2020
Q3 | $3.04M | Buy |
88,464
+5,396
| +6% | +$185K | 1.44% | 5 |
|
|
2020
Q2 | $3.72M | Buy |
83,068
+2,024
| +2% | +$90.5K | 1.78% | 3 |
|
|
2020
Q1 | $3.08M | Buy |
81,044
+20,967
| +35% | +$796K | 1.69% | 3 |
|
|
2019
Q4 | $4.19M | Buy |
60,077
+12,506
| +26% | +$873K | 1.74% | 2 |
|
|
2019
Q3 | $3.36M | Sell |
47,571
-1,651
| -3% | -$117K | 1.52% | 3 |
|
|
2019
Q2 | $3.77M | Buy |
49,222
+2,499
| +5% | +$192K | 1.61% | 3 |
|
|
2019
Q1 | $3.78M | Sell |
46,723
-461
| -1% | -$37.2K | 1.68% | 2 |
|
|
2018
Q4 | $3.22M | Buy |
47,184
+932
| +2% | +$63.5K | 1.62% | 3 |
|
|
2018
Q3 | $3.93M | Buy |
46,252
+87
| +0.2% | +$7.4K | 1.75% | 2 |
|
|
2018
Q2 | $3.82M | Buy |
46,165
+2,491
| +6% | +$206K | 1.77% | 2 |
|
|
2018
Q1 | $3.26M | Buy |
43,674
+501
| +1% | +$37.4K | 1.56% | 5 |
|
|
2017
Q4 | $3.61M | Buy |
43,173
+427
| +1% | +$35.7K | 1.71% | 3 |
|
|
2017
Q3 | $3.51M | Buy |
42,746
+1,678
| +4% | +$138K | 1.68% | 2 |
|
|
2017
Q2 | $3.32M | Buy |
41,068
+4,306
| +12% | +$348K | 1.63% | 2 |
|
|
2017
Q1 | $3.02M | Buy |
36,762
+2,490
| +7% | +$204K | 1.55% | 3 |
|
|
2016
Q4 | $3.09M | Sell |
34,272
-370
| -1% | -$33.4K | 1.78% | 2 |
|
|
2016
Q3 | $3.02M | Sell |
34,642
-168
| -0.5% | -$14.7K | 1.79% | 3 |
|
|
2016
Q2 | $3.26M | Buy |
34,810
+781
| +2% | +$73.2K | 1.98% | 2 |
|
|
2016
Q1 | $2.84M | Buy |
34,029
+2,030
| +6% | +$170K | 1.83% | 3 |
|
|
2015
Q4 | $2.49M | Buy |
31,999
+3,441
| +12% | +$268K | 1.8% | 3 |
|
|
2015
Q3 | $2.12M | Buy |
28,558
+3,614
| +14% | +$269K | 1.7% | 5 |
|
|
2015
Q2 | $2.08M | Buy |
24,944
+1,937
| +8% | +$161K | 1.61% | 6 |
|
|
2015
Q1 | $1.96M | Buy |
23,007
+1,214
| +6% | +$103K | 1.51% | 8 |
|
|
2014
Q4 | $2.02M | Buy |
21,793
+2,350
| +12% | +$217K | 1.5% | 8 |
|
|
2014
Q3 | $1.83M | Buy |
19,443
+129
| +0.7% | +$12.1K | 1.55% | 9 |
|
|
2014
Q2 | $1.94M | Sell |
19,314
-2,497
| -11% | -$251K | 1.69% | 5 |
|
|
2014
Q1 | $2.13M | Buy |
21,811
+25
| +0.1% | +$2.44K | 1.94% | 4 |
|
|
2013
Q4 | $2.21M | Buy |
+21,786
| New | +$2.21M | 2.09% | 2 |
|