Strategic Wealth Management Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.05M | Sell |
16,694
-2,753
| -14% | -$174K | 0.38% | 36 |
|
|
2021
Q1 | $1.09M | Sell |
19,447
-1,258
| -6% | -$70.3K | 0.42% | 31 |
|
|
2020
Q4 | $853K | Buy |
20,705
+2,759
| +15% | +$114K | 0.37% | 35 |
|
|
2020
Q3 | $616K | Buy |
17,946
+4,038
| +29% | +$139K | 0.3% | 48 |
|
|
2020
Q2 | $622K | Sell |
13,908
-18
| -0.1% | -$805 | 0.37% | 40 |
|
|
2020
Q1 | $529K | Sell |
13,926
-1,329
| -9% | -$50.5K | 0.39% | 34 |
|
|
2019
Q4 | $1.07M | Buy |
15,255
+417
| +3% | +$29.1K | 0.69% | 26 |
|
|
2019
Q3 | $1.05M | Buy |
14,838
+252
| +2% | +$17.8K | 0.75% | 25 |
|
|
2019
Q2 | $1.12M | Sell |
14,586
-729
| -5% | -$55.9K | 0.85% | 23 |
|
|
2019
Q1 | $1.24M | Sell |
15,315
-1,658
| -10% | -$134K | 1.01% | 18 |
|
|
2018
Q4 | $1.16M | Buy |
+16,973
| New | +$1.16M | 1.11% | 15 |
|