Strategic Capital Advisers’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 | $394K | Buy |
4,598
+2,098
| +84% | +$180K | 0.33% | 45 |
|
|
2022
Q1 | $206K | Buy |
+2,500
| New | +$206K | 0.16% | 58 |
|
|
2020
Q1 | – | Sell |
-2,987
| Closed | -$208K | – | 61 |
|
|
2019
Q4 | $208K | Hold |
2,987
| – | – | 0.19% | 60 |
|
|
2019
Q3 | $211K | Hold |
2,987
| – | – | 0.23% | 56 |
|
|
2019
Q2 | $229K | Buy |
2,987
+57
| +2% | +$4.37K | 0.24% | 53 |
|
|
2019
Q1 | $237K | Buy |
+2,930
| New | +$237K | 0.26% | 50 |
|
|
2018
Q4 | – | Sell |
-2,930
| Closed | -$249K | – | 63 |
|
|
2018
Q3 | $249K | Hold |
2,930
| – | – | 0.18% | 52 |
|
|
2018
Q2 | $235K | Buy |
+2,930
| New | +$235K | 0.17% | 53 |
|