Riverpoint Wealth Management Holdings’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,121
| Closed | -$342K | – | 51 |
|
|
2023
Q1 | $342K | Buy |
3,121
+3,114
| +44,486% | +$342K | 0.12% | 38 |
|
|
2022
Q4 | $820 | Buy |
+7
| New | +$820 | ﹤0.01% | 118 |
|
|
2020
Q1 | – | Sell |
-4,615
| Closed | -$322K | – | 78 |
|
|
2019
Q4 | $322K | Buy |
4,615
+29
| +0.6% | +$2.02K | 0.13% | 61 |
|
|
2019
Q3 | $324K | Buy |
4,586
+28
| +0.6% | +$1.98K | 0.14% | 54 |
|
|
2019
Q2 | $349K | Buy |
4,558
+149
| +3% | +$11.4K | 0.16% | 47 |
|
|
2019
Q1 | $356K | Buy |
4,409
+236
| +6% | +$19.1K | 0.17% | 43 |
|
|
2018
Q4 | $284K | Sell |
4,173
-466
| -10% | -$31.7K | 0.16% | 50 |
|
|
2018
Q3 | $394K | Buy |
4,639
+138
| +3% | +$11.7K | 0.2% | 40 |
|
|
2018
Q2 | $372K | Buy |
4,501
+230
| +5% | +$19K | 0.21% | 36 |
|
|
2018
Q1 | $319K | Sell |
4,271
-160
| -4% | -$12K | 0.19% | 37 |
|
|
2017
Q4 | $371K | Buy |
4,431
+9
| +0.2% | +$754 | 0.23% | 29 |
|
|
2017
Q3 | $362K | Buy |
4,422
+7
| +0.2% | +$573 | 0.24% | 29 |
|
|
2017
Q2 | $354K | Buy |
4,415
+657
| +17% | +$52.7K | 0.25% | 27 |
|
|
2017
Q1 | $310K | Buy |
3,758
+121
| +3% | +$9.98K | 0.23% | 28 |
|
|
2016
Q4 | $313K | Buy |
+3,637
| New | +$313K | 0.25% | 28 |
|