SBA
Secrest Blakey & Associates’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $516K | Buy |
15,044
+1,299
| +9% | +$44.6K | 1.18% | 31 |
|
|
2020
Q2 | $615K | Buy |
13,745
+62
| +0.5% | +$2.77K | 1.48% | 26 |
|
|
2020
Q1 | $520K | Buy |
13,683
+3,537
| +35% | +$134K | 1.42% | 28 |
|
|
2019
Q4 | $708K | Sell |
10,146
-234
| -2% | -$16.3K | 1.56% | 27 |
|
|
2019
Q3 | $733K | Buy |
10,380
+60
| +0.6% | +$4.24K | 0.61% | 45 |
|
|
2019
Q2 | $791K | Buy |
10,320
+306
| +3% | +$23.5K | 0.69% | 43 |
|
|
2019
Q1 | $809K | Buy |
10,014
+695
| +7% | +$56.1K | 0.79% | 40 |
|
|
2018
Q4 | $635K | Buy |
9,319
+1,139
| +14% | +$77.6K | 0.53% | 54 |
|
|
2018
Q3 | $695K | Sell |
8,180
-126
| -2% | -$10.7K | 0.54% | 52 |
|
|
2018
Q2 | $687K | Buy |
8,306
+27
| +0.3% | +$2.23K | 0.54% | 51 |
|
|
2018
Q1 | $618K | Sell |
8,279
-28
| -0.3% | -$2.09K | 0.53% | 54 |
|
|
2017
Q4 | $695K | Buy |
+8,307
| New | +$695K | 0.56% | 50 |
|