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