Regal Wealth Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-382
| Closed | -$21K | – | 249 |
|
|
2021
Q1 | $21K | Buy |
382
+7
| +2% | +$385 | 0.01% | 142 |
|
|
2020
Q4 | $15K | Buy |
375
+18
| +5% | +$720 | 0.01% | 147 |
|
|
2020
Q3 | $12K | Buy |
357
+6
| +2% | +$202 | 0.01% | 141 |
|
|
2020
Q2 | $16K | Sell |
351
-75
| -18% | -$3.42K | 0.01% | 130 |
|
|
2020
Q1 | $16K | Buy |
426
+300
| +238% | +$11.3K | 0.02% | 113 |
|
|
2019
Q4 | $9K | Hold |
126
| – | – | 0.01% | 158 |
|
|
2019
Q3 | $9K | Hold |
126
| – | – | 0.01% | 134 |
|
|
2019
Q2 | $10K | Hold |
126
| – | – | 0.01% | 123 |
|
|
2019
Q1 | $10K | Hold |
126
| – | – | 0.01% | 119 |
|
|
2018
Q4 | $9K | Hold |
126
| – | – | 0.01% | 119 |
|
|
2018
Q3 | $11K | Hold |
126
| – | – | 0.01% | 119 |
|
|
2018
Q2 | $10K | Hold |
126
| – | – | 0.01% | 129 |
|
|
2018
Q1 | $9K | Hold |
126
| – | – | 0.01% | 131 |
|
|
2017
Q4 | $11K | Buy |
126
+24
| +24% | +$2.1K | 0.01% | 124 |
|
|
2017
Q3 | $8K | Hold |
102
| – | – | 0.01% | 124 |
|
|
2017
Q2 | $8K | Sell |
102
-58
| -36% | -$4.55K | 0.01% | 124 |
|
|
2017
Q1 | $13K | Hold |
160
| – | – | 0.01% | 113 |
|
|
2016
Q4 | $14K | Hold |
160
| – | – | 0.01% | 107 |
|
|
2016
Q3 | $14K | Hold |
160
| – | – | 0.01% | 109 |
|
|
2016
Q2 | $15K | Hold |
160
| – | – | 0.01% | 105 |
|
|
2016
Q1 | $13K | Hold |
160
| – | – | 0.01% | 112 |
|
|
2015
Q4 | $12K | Buy |
+160
| New | +$12K | 0.01% | 114 |
|