TIAA Kaspick’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $265K | Hold |
4,500
| – | – | 1.1% | 14 |
|
|
2021
Q2 | $284K | Hold |
4,500
| – | – | 1.05% | 18 |
|
|
2021
Q1 | $251K | Buy |
+4,500
| New | +$251K | 1.18% | 13 |
|
|
2020
Q3 | – | Sell |
-4,600
| Closed | -$206K | – | 27 |
|
|
2020
Q2 | $206K | Buy |
+4,600
| New | +$206K | 0.2% | 24 |
|
|
2020
Q1 | – | Sell |
-3,550
| Closed | -$248K | – | 24 |
|
|
2019
Q4 | $248K | Buy |
+3,550
| New | +$248K | 0.06% | 16 |
|