Sterling Manor Financial’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,878
| Closed | -$221K | – | 27 |
|
|
2023
Q3 | $221K | Buy |
+1,878
| New | +$221K | 0.2% | 22 |
|
|
2023
Q2 | – | Sell |
-7,713
| Closed | -$846K | – | 61 |
|
|
2023
Q1 | $846K | Sell |
7,713
-225
| -3% | -$24.7K | 0.82% | 20 |
|
|
2022
Q4 | $876K | Buy |
7,938
+75
| +1% | +$8.27K | 0.97% | 15 |
|
|
2022
Q3 | $687K | Sell |
7,863
-300
| -4% | -$26.2K | 0.85% | 18 |
|
|
2022
Q2 | $699K | Hold |
8,163
| – | – | 0.86% | 19 |
|
|
2022
Q1 | $674K | Sell |
8,163
-160
| -2% | -$13.2K | 0.54% | 31 |
|
|
2021
Q4 | $509K | Buy |
8,323
+450
| +6% | +$27.5K | 0.4% | 36 |
|
|
2021
Q3 | $463K | Sell |
7,873
-150
| -2% | -$8.82K | 0.39% | 35 |
|
|
2021
Q2 | $506K | Sell |
8,023
-825
| -9% | -$52K | 0.4% | 38 |
|
|
2021
Q1 | $494K | Buy |
8,848
+2,365
| +36% | +$132K | 0.44% | 38 |
|
|
2020
Q4 | $267K | Buy |
+6,483
| New | +$267K | 0.25% | 58 |
|