Private Wealth Advisors (Pennsylvania)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,821
| Closed | -$1.61M | – | 127 |
|
|
2019
Q4 | $1.61M | Sell |
24,821
-4,932
| -17% | -$319K | 0.86% | 36 |
|
|
2019
Q3 | $2.1M | Sell |
29,753
-13,678
| -31% | -$966K | 1.07% | 29 |
|
|
2019
Q2 | $3.33M | Sell |
43,431
-2,351
| -5% | -$180K | 1.18% | 28 |
|
|
2019
Q1 | $3.7M | Buy |
45,782
+51
| +0.1% | +$4.12K | 1.38% | 22 |
|
|
2018
Q4 | $3.12M | Sell |
45,731
-2,222
| -5% | -$151K | 1.35% | 21 |
|
|
2018
Q3 | $4.08M | Sell |
47,953
-748
| -2% | -$63.6K | 1.51% | 20 |
|
|
2018
Q2 | $4.03M | Sell |
48,701
-601
| -1% | -$49.7K | 1.6% | 18 |
|
|
2018
Q1 | $3.68M | Sell |
49,302
-3,781
| -7% | -$282K | 1.47% | 19 |
|
|
2017
Q4 | $4.44M | Sell |
53,083
-96
| -0.2% | -$8.03K | 1.72% | 14 |
|
|
2017
Q3 | $4.36M | Sell |
53,179
-131
| -0.2% | -$10.7K | 1.79% | 13 |
|
|
2017
Q2 | $4.3M | Buy |
53,310
+115
| +0.2% | +$9.29K | 1.84% | 12 |
|
|
2017
Q1 | $4.36M | Buy |
53,195
+171
| +0.3% | +$14K | 1.96% | 12 |
|
|
2016
Q4 | $4.79M | Sell |
53,024
-652
| -1% | -$58.9K | 2.22% | 11 |
|
|
2016
Q3 | $4.69M | Sell |
53,676
-129
| -0.2% | -$11.3K | 2.22% | 7 |
|
|
2016
Q2 | $5.04M | Sell |
53,805
-2,974
| -5% | -$279K | 2.48% | 8 |
|
|
2016
Q1 | $4.75M | Buy |
56,779
+3,730
| +7% | +$312K | 2.53% | 8 |
|
|
2015
Q4 | $4.14M | Sell |
53,049
-11,110
| -17% | -$866K | 2.33% | 10 |
|
|
2015
Q3 | $4.77M | Buy |
64,159
+2,395
| +4% | +$178K | 2.39% | 7 |
|
|
2015
Q2 | $5.14M | Buy |
61,764
+2,242
| +4% | +$187K | 2.33% | 8 |
|
|
2015
Q1 | $5.06M | Buy |
59,522
+412
| +0.7% | +$35K | 2.37% | 8 |
|
|
2014
Q4 | $5.47M | Buy |
59,110
+668
| +1% | +$61.8K | 2.64% | 9 |
|
|
2014
Q3 | $5.5M | Buy |
58,442
+1,417
| +2% | +$133K | 2.9% | 6 |
|
|
2014
Q2 | $5.74M | Buy |
57,025
+312
| +0.6% | +$31.4K | 2.95% | 5 |
|
|
2014
Q1 | $5.54M | Sell |
56,713
-171
| -0.3% | -$16.7K | 3.01% | 5 |
|
|
2013
Q4 | $5.76M | Sell |
56,884
-325
| -0.6% | -$32.9K | 3.14% | 5 |
|
|
2013
Q3 | $4.92M | Buy |
57,209
+1,117
| +2% | +$96.1K | 2.9% | 6 |
|
|
2013
Q2 | $5.07M | Buy |
+56,092
| New | +$5.07M | 3.15% | 5 |
|