Sitrin Capital Management’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 |
-5,000
| Closed | -$349K | – | 45 |
|
2019
Q4 | $349K | Hold |
5,000
| – | – | 0.18% | 32 |
|
2019
Q3 | $353K | Hold |
5,000
| – | – | 0.19% | 32 |
|
2019
Q2 | $383K | Hold |
5,000
| – | – | 0.2% | 33 |
|
2019
Q1 | $404K | Buy |
5,000
+1,000
| +25% | +$80.8K | 0.22% | 34 |
|
2018
Q4 | $273K | Buy |
4,000
+1,000
| +33% | +$68.3K | 0.17% | 34 |
|
2018
Q3 | $255K | Sell |
3,000
-70
| -2% | -$5.95K | 0.14% | 34 |
|
2018
Q2 | $254K | Buy |
3,070
+50
| +2% | +$4.14K | 0.14% | 36 |
|
2018
Q1 | $225K | Hold |
3,020
| – | – | 0.15% | 37 |
|
2017
Q4 | $253K | Hold |
3,020
| – | – | 0.16% | 37 |
|
2017
Q3 | $248K | Hold |
3,020
| – | – | 0.16% | 38 |
|
2017
Q2 | $244K | Sell |
3,020
-244
| -7% | -$19.7K | 0.17% | 35 |
|
2017
Q1 | $268K | Hold |
3,264
| – | – | 0.19% | 34 |
|
2016
Q4 | $295K | Hold |
3,264
| – | – | 0.23% | 33 |
|
2016
Q3 | $285K | Hold |
3,264
| – | – | 0.22% | 33 |
|
2016
Q2 | $306K | Sell |
3,264
-30
| -0.9% | -$2.81K | 0.25% | 33 |
|
2016
Q1 | $275K | Hold |
3,294
| – | – | 0.22% | 33 |
|
2015
Q4 | $248K | Buy |
+3,294
| New | +$248K | 0.22% | 34 |
|