Smith 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
Q3 | $201K | Sell |
5,854
-488
| -8% | -$16.8K | 0.12% | 82 |
|
|
2020
Q2 | $284K | Sell |
6,342
-1,175
| -16% | -$52.6K | 0.19% | 67 |
|
|
2020
Q1 | $285K | Buy |
7,517
+849
| +13% | +$32.2K | 0.22% | 64 |
|
|
2019
Q4 | $465K | Sell |
6,668
-405
| -6% | -$28.2K | 0.3% | 52 |
|
|
2019
Q3 | $499K | Buy |
7,073
+416
| +6% | +$29.3K | 0.37% | 48 |
|
|
2019
Q2 | $510K | Sell |
6,657
-517
| -7% | -$39.6K | 0.37% | 47 |
|
|
2019
Q1 | $580K | Hold |
7,174
| – | – | 0.45% | 41 |
|
|
2018
Q4 | $489K | Buy |
+7,174
| New | +$489K | 0.4% | 42 |
|