RGT Wealth 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
Q1 | – | Sell |
-430
| Closed | -$26K | – | 337 |
|
|
2021
Q4 | $26K | Buy |
+430
| New | +$26K | ﹤0.01% | 180 |
|
|
2019
Q1 | – | Sell |
-14,629
| Closed | -$998K | – | 21 |
|
|
2018
Q4 | $998K | Buy |
14,629
+1,249
| +9% | +$85.2K | 5.93% | 5 |
|
|
2018
Q3 | $1.14M | Buy |
+13,380
| New | +$1.14M | 3.85% | 6 |
|
|
2018
Q2 | – | Sell |
-36,766
| Closed | -$2.74M | – | 92 |
|
|
2018
Q1 | $2.74M | Buy |
36,766
+22,658
| +161% | +$1.69M | 1.32% | 15 |
|
|
2017
Q4 | $1.18M | Sell |
14,108
-4,302
| -23% | -$360K | 0.63% | 23 |
|
|
2017
Q3 | $1.51M | Sell |
18,410
-52
| -0.3% | -$4.26K | 1% | 18 |
|
|
2017
Q2 | $1.49M | Buy |
18,462
+2,268
| +14% | +$183K | 1.02% | 17 |
|
|
2017
Q1 | $1.33M | Sell |
16,194
-21,596
| -57% | -$1.77M | 0.9% | 16 |
|
|
2016
Q4 | $3.41M | Buy |
37,790
+218
| +0.6% | +$19.7K | 1.92% | 12 |
|
|
2016
Q3 | $3.28M | Buy |
+37,572
| New | +$3.28M | 2.03% | 11 |
|