Round Table Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,454
| Closed | -$241K | – | 142 |
|
|
2019
Q4 | $241K | Hold |
3,454
| – | – | 0.07% | 100 |
|
|
2019
Q3 | $244K | Sell |
3,454
-1,001
| -22% | -$70.7K | 0.07% | 105 |
|
|
2019
Q2 | $341K | Sell |
4,455
-871
| -16% | -$66.7K | 0.11% | 71 |
|
|
2019
Q1 | $430K | Sell |
5,326
-644
| -11% | -$52K | 0.15% | 58 |
|
|
2018
Q4 | $407K | Sell |
5,970
-5,530
| -48% | -$377K | 0.15% | 60 |
|
|
2018
Q3 | $978K | Buy |
11,500
+2,039
| +22% | +$173K | 0.33% | 36 |
|
|
2018
Q2 | $783K | Buy |
9,461
+412
| +5% | +$34.1K | 0.26% | 43 |
|
|
2018
Q1 | $675K | Buy |
9,049
+2,089
| +30% | +$156K | 0.24% | 45 |
|
|
2017
Q4 | $582K | Sell |
6,960
-32
| -0.5% | -$2.68K | 0.2% | 50 |
|
|
2017
Q3 | $573K | Buy |
6,992
+50
| +0.7% | +$4.1K | 0.2% | 48 |
|
|
2017
Q2 | $560K | Sell |
6,942
-126
| -2% | -$10.2K | 0.2% | 48 |
|
|
2017
Q1 | $580K | Buy |
7,068
+2,379
| +51% | +$195K | 0.21% | 51 |
|
|
2016
Q4 | $423K | Buy |
4,689
+15
| +0.3% | +$1.35K | 0.17% | 58 |
|
|
2016
Q3 | $408K | Hold |
4,674
| – | – | 0.24% | 44 |
|
|
2016
Q2 | $438K | Buy |
4,674
+19
| +0.4% | +$1.78K | 0.25% | 54 |
|
|
2016
Q1 | $389K | Buy |
+4,655
| New | +$389K | 0.24% | 59 |
|