Rainier Group Investment Advisory’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $233K | Sell |
6,796
-789
| -10% | -$27.1K | 0.09% | 61 |
|
|
2020
Q2 | $339K | Buy |
+7,585
| New | +$339K | 0.15% | 33 |
|
|
2020
Q1 | – | Sell |
-6,101
| Closed | -$426K | – | 51 |
|
|
2019
Q4 | $426K | Sell |
6,101
-1,226
| -17% | -$85.6K | 0.17% | 27 |
|
|
2019
Q3 | $517K | Sell |
7,327
-5,029
| -41% | -$355K | 0.23% | 18 |
|
|
2019
Q2 | $947K | Buy |
12,356
+645
| +6% | +$49.4K | 0.42% | 15 |
|
|
2019
Q1 | $946K | Buy |
11,711
+356
| +3% | +$28.8K | 0.42% | 15 |
|
|
2018
Q4 | $774K | Buy |
11,355
+588
| +5% | +$40.1K | 0.36% | 13 |
|
|
2018
Q3 | $915K | Hold |
10,767
| – | – | 0.35% | 13 |
|
|
2018
Q2 | $891K | Sell |
10,767
-2,833
| -21% | -$234K | 0.38% | 14 |
|
|
2018
Q1 | $1.02M | Buy |
13,600
+1,000
| +8% | +$74.6K | 0.46% | 13 |
|
|
2017
Q4 | $1.05M | Hold |
12,600
| – | – | 0.53% | 10 |
|
|
2017
Q3 | $1.03M | Sell |
12,600
-396
| -3% | -$32.5K | 0.55% | 9 |
|
|
2017
Q2 | $1.05M | Sell |
12,996
-1,100
| -8% | -$88.8K | 0.6% | 9 |
|
|
2017
Q1 | $1.16M | Sell |
14,096
-783
| -5% | -$64.2K | 0.54% | 11 |
|
|
2016
Q4 | $1.34M | Buy |
+14,879
| New | +$1.34M | 0.63% | 11 |
|