Tri-Star Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,543
| Closed | -$287K | – | 68 |
|
|
2022
Q4 | $287K | Hold |
2,543
| – | – | 0.14% | 30 |
|
|
2022
Q3 | $257K | Sell |
2,543
-86
| -3% | -$8.69K | 0.13% | 48 |
|
|
2022
Q2 | $230K | Buy |
2,629
+1
| +0% | +$87 | 0.11% | 51 |
|
|
2022
Q1 | $222K | Buy |
+2,628
| New | +$222K | 0.1% | 49 |
|
|
2021
Q1 | – | Sell |
-7,497
| Closed | -$337K | – | 50 |
|
|
2020
Q4 | $337K | Buy |
7,497
+4
| +0.1% | +$180 | 0.19% | 37 |
|
|
2020
Q3 | $256K | Sell |
7,493
-995
| -12% | -$34K | 0.16% | 45 |
|
|
2020
Q2 | $369K | Buy |
+8,488
| New | +$369K | 0.24% | 43 |
|