Ruggie Capital Group’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 | $36K | Buy |
1,042
+24
| +2% | +$829 | 1.86% | 20 |
|
2020
Q2 | $45K | Buy |
1,018
+1,003
| +6,687% | +$44.3K | 3.71% | 9 |
|
2020
Q1 | $1K | Hold |
15
| – | – | 0.1% | 37 |
|
2019
Q4 | $1K | Hold |
15
| – | – | 0.06% | 38 |
|
2019
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 94 |
|
2019
Q2 | $1K | Sell |
15
-198
| -93% | -$13.2K | ﹤0.01% | 273 |
|
2019
Q1 | $17K | Sell |
213
-1,215
| -85% | -$97K | 0.02% | 132 |
|
2018
Q4 | $97K | Buy |
1,428
+208
| +17% | +$14.1K | 0.04% | 129 |
|
2018
Q3 | $104K | Sell |
1,220
-1,476
| -55% | -$126K | 0.07% | 105 |
|
2018
Q2 | $223K | Buy |
2,696
+2
| +0.1% | +$165 | 0.11% | 103 |
|
2018
Q1 | $200K | Sell |
2,694
-496
| -16% | -$36.8K | 0.11% | 84 |
|
2017
Q4 | $269K | Sell |
3,190
-129
| -4% | -$10.9K | 0.17% | 61 |
|
2017
Q3 | $272K | Buy |
3,319
+2
| +0.1% | +$164 | 0.17% | 53 |
|
2017
Q2 | $267K | Buy |
3,317
+2
| +0.1% | +$161 | 0.18% | 55 |
|
2017
Q1 | $272K | Buy |
3,315
+2,040
| +160% | +$167K | 0.2% | 50 |
|
2016
Q4 | $113K | Sell |
1,275
-2,037
| -62% | -$181K | 0.13% | 56 |
|
2016
Q3 | $288K | Buy |
3,312
+16
| +0.5% | +$1.39K | 0.26% | 43 |
|
2016
Q2 | $308K | Sell |
3,296
-151
| -4% | -$14.1K | 0.28% | 39 |
|
2016
Q1 | $288K | Buy |
+3,447
| New | +$288K | 0.29% | 32 |
|
2015
Q4 | – | Sell |
-2,581
| Closed | -$214K | – | 205 |
|
2015
Q3 | $214K | Sell |
2,581
-1,331
| -34% | -$110K | 0.2% | 43 |
|
2015
Q2 | $320K | Buy |
3,912
+2,983
| +321% | +$244K | 0.26% | 37 |
|
2015
Q1 | $79K | Sell |
929
-1,887
| -67% | -$160K | 0.09% | 49 |
|
2014
Q4 | $256K | Buy |
+2,816
| New | +$256K | 0.23% | 37 |
|