Sowa Financial Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,635
| Closed | -$300K | – | 65 |
|
2022
Q1 | $300K | Buy |
3,635
+9
| +0.2% | +$743 | 0.18% | 54 |
|
2021
Q4 | $222K | Sell |
3,626
-545
| -13% | -$33.4K | 0.13% | 67 |
|
2021
Q3 | $245K | Buy |
4,171
+162
| +4% | +$9.52K | 0.16% | 63 |
|
2021
Q2 | $253K | Buy |
4,009
+146
| +4% | +$9.21K | 0.19% | 64 |
|
2021
Q1 | $216K | Hold |
3,863
| – | – | 0.15% | 67 |
|
2020
Q4 | $159K | Hold |
3,863
| – | – | 0.11% | 71 |
|
2020
Q3 | $133K | Sell |
3,863
-100
| -3% | -$3.44K | 0.1% | 73 |
|
2020
Q2 | $177K | Hold |
3,963
| – | – | 0.13% | 66 |
|
2020
Q1 | $150K | Sell |
3,963
-380
| -9% | -$14.4K | 0.13% | 62 |
|
2019
Q4 | $303K | Buy |
+4,343
| New | +$303K | 0.25% | 46 |
|