TAP Consulting’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 | – | Sell |
-2,934
| Closed | -$242K | – | 151 |
|
2022
Q1 | $242K | Sell |
2,934
-338
| -10% | -$27.9K | 0.06% | 123 |
|
2021
Q4 | $200K | Sell |
3,272
-535
| -14% | -$32.7K | 0.05% | 137 |
|
2021
Q3 | $224K | Buy |
3,807
+6
| +0.2% | +$353 | 0.06% | 124 |
|
2021
Q2 | $240K | Buy |
+3,801
| New | +$240K | 0.07% | 122 |
|
2020
Q4 | – | Sell |
-7,148
| Closed | -$245K | – | 128 |
|
2020
Q3 | $245K | Buy |
7,148
+1,213
| +20% | +$41.6K | 0.1% | 109 |
|
2020
Q2 | $265K | Sell |
5,935
-2,891
| -33% | -$129K | 0.13% | 101 |
|
2020
Q1 | $335K | Buy |
8,826
+308
| +4% | +$11.7K | 0.23% | 84 |
|
2019
Q4 | $594K | Buy |
8,518
+1,089
| +15% | +$75.9K | 0.33% | 71 |
|
2019
Q3 | $525K | Buy |
+7,429
| New | +$525K | 0.31% | 72 |
|
2019
Q1 | $601K | Buy |
+7,439
| New | +$601K | 0.45% | 61 |
|