Squar Milner Financial Services’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 |
-11,627
| Closed | -$520K | – | 204 |
|
|
2020
Q2 | $520K | Buy |
11,627
+1,483
| +15% | +$66.3K | 0.3% | 93 |
|
|
2020
Q1 | $385K | Buy |
10,144
+3,131
| +45% | +$119K | 0.23% | 99 |
|
|
2019
Q4 | $489K | Sell |
7,013
-7,226
| -51% | -$504K | 0.24% | 92 |
|
|
2019
Q3 | $489K | Buy |
14,239
+8,451
| +146% | +$290K | 0.25% | 102 |
|
|
2019
Q2 | $444K | Sell |
5,788
-2,922
| -34% | -$224K | 0.3% | 80 |
|
|
2019
Q1 | $703K | Sell |
8,710
-220
| -2% | -$17.8K | 0.52% | 36 |
|
|
2018
Q4 | $609K | Buy |
8,930
+1,080
| +14% | +$73.7K | 0.59% | 35 |
|
|
2018
Q3 | $667K | Sell |
7,850
-1,783
| -19% | -$151K | 0.6% | 32 |
|
|
2018
Q2 | $797K | Buy |
9,633
+720
| +8% | +$59.6K | 0.7% | 26 |
|
|
2018
Q1 | $665K | Hold |
8,913
| – | – | 0.84% | 29 |
|
|
2017
Q4 | $784K | Buy |
+8,913
| New | +$784K | 0.95% | 24 |
|