TFO Wealth Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,461
| Closed | -$398K | – | 52 |
|
|
2024
Q2 | $398K | Buy |
3,461
+3,417
| +7,766% | +$393K | 0.08% | 31 |
|
|
2024
Q1 | $5.12K | Sell |
44
-46
| -51% | -$5.35K | ﹤0.01% | 104 |
|
|
2023
Q4 | $9K | Sell |
90
-878
| -91% | -$87.8K | ﹤0.01% | 101 |
|
|
2023
Q3 | $104K | Buy |
968
+525
| +119% | +$56.3K | 0.02% | 60 |
|
|
2023
Q2 | $47.5K | Hold |
443
| – | – | 0.01% | 80 |
|
|
2023
Q1 | $48.6K | Buy |
443
+442
| +44,200% | +$48.5K | 0.01% | 68 |
|
|
2022
Q4 | $99 | Buy |
+1
| New | +$99 | ﹤0.01% | 776 |
|
|
2022
Q3 | – | Sell |
-603
| Closed | -$52K | – | 509 |
|
|
2022
Q2 | $52K | Buy |
+603
| New | +$52K | 0.01% | 68 |
|
|
2022
Q1 | – | Sell |
-43
| Closed | -$3K | – | 177 |
|
|
2021
Q4 | $3K | Buy |
43
+41
| +2,050% | +$2.86K | ﹤0.01% | 120 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 191 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$17K | – | 193 |
|
|
2021
Q1 | $17K | Buy |
+300
| New | +$17K | 0.01% | 116 |
|
|
2020
Q4 | – | Sell |
-263
| Closed | -$9K | – | 176 |
|
|
2020
Q3 | $9K | Sell |
263
-101
| -28% | -$3.46K | ﹤0.01% | 83 |
|
|
2020
Q2 | $16K | Sell |
364
-500
| -58% | -$22K | 0.01% | 71 |
|
|
2020
Q1 | $32K | Buy |
864
+500
| +137% | +$18.5K | 0.01% | 71 |
|
|
2019
Q4 | $25K | Buy |
+364
| New | +$25K | 0.02% | 87 |
|