Trellis Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $517K | Buy |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $282K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $269K | Sell |
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|
2019
Q2 | $362K | Buy |
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|
2019
Q1 | $348K | Buy |
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|
2018
Q4 | $258K | Sell |
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|
2018
Q3 | $380K | Sell |
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|
2018
Q2 | $381K | Sell |
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|
2018
Q1 | $395K | Buy |
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|
2017
Q4 | $430K | Buy |
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