Stewardship Financial Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $336K | Sell |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $391K | Sell |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $867K | Buy |
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|
2019
Q3 | $867K | Hold |
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|
2019
Q2 | $941K | Buy |
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|
2019
Q1 | $815K | Buy |
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|
2018
Q4 | $672K | Sell |
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|
2018
Q3 | $893K | Sell |
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|
2018
Q2 | $961K | Hold |
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|
2018
Q1 | $867K | Hold |
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|
2017
Q4 | $971K | Hold |
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|
2017
Q3 | $952K | Sell |
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|
2017
Q2 | $962K | Sell |
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|
2017
Q1 | $999K | Sell |
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|
2016
Q4 | $1.11M | Buy |
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|
2016
Q3 | $580K | Buy |
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|
2016
Q2 | $504K | Hold |
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|
2016
Q1 | $450K | Sell |
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|
2015
Q4 | $455K | Buy |
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