SCA
Sage Capital Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-34,328
| Closed | -$2.4M | – | 115 |
|
|
2019
Q4 | $2.4M | Buy |
34,328
+379
| +1% | +$26.4K | 1.52% | 21 |
|
|
2019
Q3 | $2.4M | Sell |
33,949
-1,553
| -4% | -$110K | 1.81% | 18 |
|
|
2019
Q2 | $2.66M | Sell |
35,502
-7,998
| -18% | -$599K | 1.84% | 19 |
|
|
2019
Q1 | $3.52M | Buy |
43,500
+211
| +0.5% | +$17.1K | 2.26% | 14 |
|
|
2018
Q4 | $2.95M | Sell |
43,289
-1,303
| -3% | -$88.9K | 2.23% | 14 |
|
|
2018
Q3 | $3.79M | Sell |
44,592
-39
| -0.1% | -$3.32K | 2.37% | 13 |
|
|
2018
Q2 | $3.69M | Buy |
44,631
+37
| +0.1% | +$3.06K | 2.58% | 11 |
|
|
2018
Q1 | $3.33M | Buy |
+44,594
| New | +$3.33M | 2.35% | 13 |
|