Schoolcraft Capital’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,190
| Closed | -$219K | – | 68 |
|
|
2023
Q4 | $219K | Sell |
2,190
-2,301
| -51% | -$230K | 0.06% | 63 |
|
|
2023
Q3 | $528K | Hold |
4,491
| – | – | 0.15% | 41 |
|
|
2023
Q2 | $482K | Sell |
4,491
-1,589
| -26% | -$170K | 0.13% | 41 |
|
|
2023
Q1 | $667K | Hold |
6,080
| – | – | 0.19% | 35 |
|
|
2022
Q4 | $671K | Hold |
6,080
| – | – | 0.21% | 32 |
|
|
2022
Q3 | $531K | Hold |
6,080
| – | – | 0.18% | 34 |
|
|
2022
Q2 | $521K | Hold |
6,080
| – | – | 0.17% | 34 |
|
|
2022
Q1 | $502K | Hold |
6,080
| – | – | 0.15% | 37 |
|
|
2021
Q4 | $372K | Hold |
6,080
| – | – | 0.11% | 42 |
|
|
2021
Q3 | $358K | Hold |
6,080
| – | – | 0.12% | 40 |
|
|
2021
Q2 | $384K | Hold |
6,080
| – | – | 0.14% | 40 |
|
|
2021
Q1 | $339K | Hold |
6,080
| – | – | 0.14% | 40 |
|
|
2020
Q4 | $251K | Hold |
6,080
| – | – | 0.11% | 44 |
|
|
2020
Q3 | $209K | Sell |
6,080
-462
| -7% | -$15.9K | 0.1% | 46 |
|
|
2020
Q2 | $293K | Sell |
6,542
-200
| -3% | -$8.94K | 0.14% | 40 |
|
|
2020
Q1 | $256K | Sell |
6,742
-200
| -3% | -$7.59K | 0.16% | 45 |
|
|
2019
Q4 | $484K | Buy |
+6,942
| New | +$484K | 0.25% | 37 |
|