Spearhead Capital Advisors’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 | – | Sell |
-120,608
| Closed | -$5.39M | – | 188 |
|
|
2020
Q2 | $5.39M | Buy |
120,608
+65,946
| +121% | +$2.95M | 1.15% | 40 |
|
|
2020
Q1 | $2.08M | Buy |
54,662
+22,904
| +72% | +$870K | 0.6% | 58 |
|
|
2019
Q4 | $2.22M | Sell |
31,758
-26,670
| -46% | -$1.86M | 0.55% | 58 |
|
|
2019
Q3 | $4.13M | Buy |
58,428
+4,397
| +8% | +$311K | 1.15% | 53 |
|
|
2019
Q2 | $4.14M | Buy |
54,031
+3,575
| +7% | +$274K | 1.21% | 46 |
|
|
2019
Q1 | $4.08M | Buy |
50,456
+10,209
| +25% | +$825K | 1.23% | 27 |
|
|
2018
Q4 | $2.74M | Sell |
40,247
-2,221
| -5% | -$151K | 1.18% | 43 |
|
|
2018
Q3 | $3.66M | Buy |
42,468
+938
| +2% | +$80.8K | 1.23% | 31 |
|
|
2018
Q2 | $3.44M | Buy |
41,530
+3,441
| +9% | +$285K | 1.23% | 26 |
|
|
2018
Q1 | $2.84M | Buy |
38,089
+10,042
| +36% | +$749K | 1.11% | 55 |
|
|
2017
Q4 | $2.35M | Buy |
+28,047
| New | +$2.35M | 1.14% | 46 |
|