Surevest’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $177K | Buy |
2,029
+3
| +0.1% | +$262 | 0.05% | 140 |
|
|
2022
Q2 | $174K | Sell |
2,026
-766
| -27% | -$65.8K | 0.05% | 141 |
|
|
2022
Q1 | $231K | Sell |
2,792
-590
| -17% | -$48.8K | 0.06% | 129 |
|
|
2021
Q4 | $207K | Buy |
+3,382
| New | +$207K | 0.05% | 118 |
|
|
2021
Q3 | – | Sell |
-3,373
| Closed | -$213K | – | 109 |
|
|
2021
Q2 | $213K | Buy |
+3,373
| New | +$213K | 0.06% | 97 |
|
|
2020
Q3 | – | Sell |
-68,641
| Closed | -$3.07M | – | 85 |
|
|
2020
Q2 | $3.07M | Buy |
68,641
+8,851
| +15% | +$396K | 1.36% | 33 |
|
|
2020
Q1 | $2.27M | Buy |
59,790
+32,574
| +120% | +$1.24M | 1.24% | 49 |
|
|
2019
Q4 | $1.9M | Buy |
27,216
+3,836
| +16% | +$268K | 0.81% | 62 |
|
|
2019
Q3 | $1.65M | Buy |
23,380
+5,929
| +34% | +$419K | 0.81% | 48 |
|
|
2019
Q2 | $1.34M | Buy |
17,451
+7,149
| +69% | +$548K | 0.69% | 52 |
|
|
2019
Q1 | $832K | Buy |
10,302
+5,150
| +100% | +$416K | 0.51% | 50 |
|
|
2018
Q4 | $351K | Buy |
+5,152
| New | +$351K | 0.28% | 69 |
|