Surevest’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $177K | Buy |
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|
2022
Q2 | $174K | Sell |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $213K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.07M | Buy |
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|
2020
Q1 | $2.27M | Buy |
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|
2019
Q4 | $1.9M | Buy |
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|
2019
Q3 | $1.65M | Buy |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $832K | Buy |
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|
2018
Q4 | $351K | Buy |
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