TD Ameritrade Investment Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-699
| Closed | -$75K | – | 530 |
|
|
2023
Q2 | $75K | Sell |
699
-298
| -30% | -$32K | ﹤0.01% | 235 |
|
|
2023
Q1 | $109K | Sell |
997
-340
| -25% | -$37.2K | ﹤0.01% | 218 |
|
|
2022
Q4 | $147K | Buy |
1,337
+321
| +32% | +$35.3K | ﹤0.01% | 207 |
|
|
2022
Q3 | $89K | Sell |
1,016
-1,120
| -52% | -$98.1K | ﹤0.01% | 251 |
|
|
2022
Q2 | $183K | Buy |
2,136
+1,168
| +121% | +$100K | ﹤0.01% | 226 |
|
|
2022
Q1 | $80K | Sell |
968
-313
| -24% | -$25.9K | ﹤0.01% | 318 |
|
|
2021
Q4 | $78K | Sell |
1,281
-10,960
| -90% | -$667K | ﹤0.01% | 313 |
|
|
2021
Q3 | $420K | Buy |
12,241
+10,969
| +862% | +$376K | ﹤0.01% | 168 |
|
|
2021
Q2 | $80K | Sell |
1,272
-238
| -16% | -$15K | ﹤0.01% | 300 |
|
|
2021
Q1 | $62K | Hold |
1,510
| – | – | ﹤0.01% | 314 |
|
|
2020
Q4 | $62K | Sell |
1,510
-10,731
| -88% | -$441K | ﹤0.01% | 314 |
|
|
2020
Q3 | $420K | Buy |
12,241
+696
| +6% | +$23.9K | ﹤0.01% | 168 |
|
|
2020
Q2 | $516K | Sell |
11,545
-1,754
| -13% | -$78.4K | ﹤0.01% | 158 |
|
|
2020
Q1 | $505K | Sell |
13,299
-1,199
| -8% | -$45.5K | ﹤0.01% | 155 |
|
|
2019
Q4 | $1.01M | Sell |
14,498
-1,325
| -8% | -$92.5K | 0.01% | 128 |
|
|
2019
Q3 | $1.12M | Buy |
15,823
+2,722
| +21% | +$192K | 0.01% | 118 |
|
|
2019
Q2 | $1M | Buy |
13,101
+560
| +4% | +$42.9K | 0.01% | 116 |
|
|
2019
Q1 | $1.01M | Buy |
12,541
+3,205
| +34% | +$259K | 0.01% | 109 |
|
|
2018
Q4 | $637K | Buy |
9,336
+2,955
| +46% | +$202K | 0.01% | 109 |
|
|
2018
Q3 | $543K | Buy |
6,381
+5,370
| +531% | +$457K | ﹤0.01% | 102 |
|
|
2018
Q2 | $84K | Buy |
+1,011
| New | +$84K | ﹤0.01% | 116 |
|