Professional Financial Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-267
| Closed | -$23K | – | 477 |
|
|
2022
Q3 | $23K | Sell |
267
-138
| -34% | -$11.9K | 0.01% | 214 |
|
|
2022
Q2 | $35K | Sell |
405
-42
| -9% | -$3.63K | 0.02% | 179 |
|
|
2022
Q1 | $37K | Sell |
447
-154
| -26% | -$12.7K | 0.02% | 167 |
|
|
2021
Q4 | $37K | Sell |
601
-2
| -0.3% | -$123 | 0.02% | 193 |
|
|
2021
Q3 | $35K | Hold |
603
| – | – | 0.02% | 165 |
|
|
2021
Q2 | $38K | Sell |
603
-435
| -42% | -$27.4K | 0.02% | 163 |
|
|
2021
Q1 | $58K | Sell |
1,038
-4
| -0.4% | -$224 | 0.04% | 122 |
|
|
2020
Q4 | $43K | Buy |
1,042
+5
| +0.5% | +$206 | 0.03% | 134 |
|
|
2020
Q3 | $34K | Buy |
+1,037
| New | +$34K | 0.03% | 134 |
|