SVA Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $712K | Sell |
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|
2020
Q3 | $983K | Sell |
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|
2020
Q2 | $1.39M | Sell |
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|
2020
Q1 | $1.46M | Sell |
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|
2019
Q4 | $4.43M | Sell |
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|
2019
Q3 | $4.87M | Sell |
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|
2019
Q2 | $5.38M | Sell |
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|
2019
Q1 | $6.11M | Buy |
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|
2018
Q4 | $4.95M | Sell |
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|
2018
Q3 | $7.02M | Buy |
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|
2018
Q2 | $6.81M | Sell |
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|
2018
Q1 | $8.23M | Buy |
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|
2017
Q4 | $8.01M | Sell |
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|
2017
Q3 | $8.23M | Sell |
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|
2017
Q2 | $8.56M | Buy |
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|
2017
Q1 | $8.59M | Buy |
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|
2016
Q4 | $9.09M | Buy |
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|
2016
Q3 | $8.24M | Buy |
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|
2016
Q2 | $8.51M | Sell |
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|
2016
Q1 | $7.87M | Buy |
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|
2015
Q4 | $6.39M | Buy |
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|
2015
Q3 | $5.71M | Buy |
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|
2015
Q2 | $6.02M | Buy |
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|
2015
Q1 | $6M | Buy |
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|
2014
Q4 | $3.51M | Buy |
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|
2014
Q3 | $2.77M | Buy |
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|
2014
Q2 | $2.93M | Sell |
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|
2014
Q1 | $2.87M | Buy |
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|
2013
Q4 | $2.61M | Buy |
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