Rampart Investment Management’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 | – | Sell |
-35,104
| Closed | -$1.57M | – | 530 |
|
|
2020
Q2 | $1.57M | Buy |
35,104
+5,179
| +17% | +$232K | 0.26% | 105 |
|
|
2020
Q1 | $1.14M | Sell |
29,925
-37,407
| -56% | -$1.42M | 0.54% | 43 |
|
|
2019
Q4 | $4.7M | Buy |
67,332
+33,351
| +98% | +$2.33M | 0.57% | 45 |
|
|
2019
Q3 | $2.4M | Sell |
33,981
-2,390
| -7% | -$169K | 0.3% | 107 |
|
|
2019
Q2 | $2.79M | Sell |
36,371
-1,921
| -5% | -$147K | 0.33% | 91 |
|
|
2019
Q1 | $3.09M | Sell |
38,292
-2,477
| -6% | -$200K | 0.35% | 84 |
|
|
2018
Q4 | $2.78M | Sell |
40,769
-36,976
| -48% | -$2.52M | 0.77% | 30 |
|
|
2018
Q3 | $3.6M | Sell |
77,745
-102,614
| -57% | -$4.76M | 1.58% | 8 |
|
|
2018
Q2 | $14.9M | Buy |
180,359
+97,129
| +117% | +$8.04M | 1.46% | 4 |
|
|
2018
Q1 | $6.21M | Buy |
83,230
+31,262
| +60% | +$2.33M | 0.59% | 42 |
|
|
2017
Q4 | $4.35M | Sell |
51,968
-507
| -1% | -$42.4K | 1.67% | 6 |
|
|
2017
Q3 | $4.3M | Buy |
52,475
+4,122
| +9% | +$338K | 1.45% | 7 |
|
|
2017
Q2 | $3.9M | Buy |
48,353
+36,658
| +313% | +$2.96M | 1.4% | 7 |
|
|
2017
Q1 | $959K | Buy |
+11,695
| New | +$959K | 0.34% | 11 |
|