PS
Portfolio Solutions’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,732
| Closed | -$390K | – | 49 |
|
|
2021
Q2 | $390K | Buy |
6,732
+266
| +4% | +$15.4K | 0.05% | 31 |
|
|
2021
Q1 | $361K | Buy |
6,466
+144
| +2% | +$8.04K | 0.04% | 30 |
|
|
2020
Q4 | $261K | Sell |
6,322
-471
| -7% | -$19.4K | 0.03% | 33 |
|
|
2020
Q3 | $233K | Sell |
6,793
-25
| -0.4% | -$858 | 0.03% | 49 |
|
|
2020
Q2 | $305K | Hold |
6,818
| – | – | 0.04% | 41 |
|
|
2020
Q1 | $259K | Buy |
6,818
+246
| +4% | +$9.35K | 0.04% | 38 |
|
|
2019
Q4 | $459K | Buy |
6,572
+248
| +4% | +$17.3K | 0.06% | 33 |
|
|
2019
Q3 | $447K | Buy |
6,324
+1,436
| +29% | +$102K | 0.06% | 24 |
|
|
2019
Q2 | $375K | Buy |
4,888
+66
| +1% | +$5.06K | 0.05% | 25 |
|
|
2019
Q1 | $390K | Buy |
4,822
+745
| +18% | +$60.3K | 0.06% | 26 |
|
|
2018
Q4 | $278K | Hold |
4,077
| – | – | 0.04% | 36 |
|
|
2018
Q3 | $350K | Sell |
4,077
-43
| -1% | -$3.69K | 0.05% | 30 |
|
|
2018
Q2 | $341K | Hold |
4,120
| – | – | 0.05% | 28 |
|
|
2018
Q1 | $307K | Buy |
4,120
+811
| +25% | +$60.4K | 0.04% | 31 |
|
|
2017
Q4 | $277K | Hold |
3,309
| – | – | 0.04% | 32 |
|
|
2017
Q3 | $271K | Hold |
3,309
| – | – | 0.04% | 31 |
|
|
2017
Q2 | $267K | Buy |
3,309
+3,059
| +1,224% | +$247K | 0.04% | 32 |
|
|
2017
Q1 | $21K | Buy |
+250
| New | +$21K | ﹤0.01% | 86 |
|