SimplyRich’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,415
| Closed | -$307K | – | 153 |
|
|
2019
Q4 | $307K | Hold |
4,415
| – | – | 0.15% | 129 |
|
|
2019
Q3 | $316K | Hold |
4,415
| – | – | 0.17% | 123 |
|
|
2019
Q2 | $338K | Buy |
+4,415
| New | +$338K | 0.19% | 125 |
|
|
2018
Q4 | – | Sell |
-4,455
| Closed | -$379K | – | 147 |
|
|
2018
Q3 | $379K | Hold |
4,455
| – | – | 0.21% | 123 |
|
|
2018
Q2 | $369K | Hold |
4,455
| – | – | 0.21% | 123 |
|
|
2018
Q1 | $332K | Sell |
4,455
-2,707
| -38% | -$202K | 0.19% | 137 |
|
|
2017
Q4 | $599K | Buy |
+7,162
| New | +$599K | 0.33% | 103 |
|