Shine Investment Advisory 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
Q3 | $182K | Buy |
5,294
+16
| +0.3% | +$550 | 0.06% | 135 |
|
|
2020
Q2 | $236K | Buy |
5,278
+13
| +0.2% | +$581 | 0.09% | 111 |
|
|
2020
Q1 | $200K | Sell |
5,265
-354
| -6% | -$13.4K | 0.09% | 110 |
|
|
2019
Q4 | $392K | Buy |
5,619
+431
| +8% | +$30.1K | 0.16% | 80 |
|
|
2019
Q3 | $366K | Buy |
5,188
+47
| +0.9% | +$3.32K | 0.17% | 78 |
|
|
2019
Q2 | $394K | Sell |
5,141
-1,102
| -18% | -$84.5K | 0.18% | 73 |
|
|
2019
Q1 | $504K | Sell |
6,243
-547
| -8% | -$44.2K | 0.23% | 65 |
|
|
2018
Q4 | $463K | Buy |
6,790
+6
| +0.1% | +$409 | 0.23% | 66 |
|
|
2018
Q3 | $577K | Buy |
6,784
+7
| +0.1% | +$595 | 0.3% | 54 |
|
|
2018
Q2 | $561K | Buy |
6,777
+737
| +12% | +$61K | 0.29% | 54 |
|
|
2018
Q1 | $451K | Sell |
6,040
-502
| -8% | -$37.5K | 0.24% | 59 |
|
|
2017
Q4 | $547K | Sell |
6,542
-117
| -2% | -$9.78K | 0.27% | 56 |
|
|
2017
Q3 | $546K | Sell |
6,659
-6,646
| -50% | -$545K | 0.28% | 55 |
|
|
2017
Q2 | $1.07M | Buy |
13,305
+1,503
| +13% | +$121K | 0.55% | 29 |
|
|
2017
Q1 | $968K | Sell |
11,802
-2,019
| -15% | -$166K | 0.64% | 29 |
|
|
2016
Q4 | $1.25M | Hold |
13,821
| – | – | 1.03% | 18 |
|
|
2016
Q3 | $1.21M | Sell |
13,821
-1,585
| -10% | -$138K | 1.07% | 18 |
|
|
2016
Q2 | $1.44M | Sell |
15,406
-4,596
| -23% | -$431K | 1.66% | 14 |
|
|
2016
Q1 | $1.67M | Buy |
+20,002
| New | +$1.67M | 1.88% | 14 |
|