Triad Financial 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
Q3 | $1.48M | Buy |
12,616
+585
| +5% | +$68.8K | 0.52% | 23 |
|
|
2023
Q2 | $1.29M | Sell |
12,031
-230
| -2% | -$24.7K | 0.53% | 25 |
|
|
2023
Q1 | $1.34M | Sell |
12,261
-6,837
| -36% | -$750K | 0.59% | 25 |
|
|
2022
Q4 | $2.11M | Sell |
19,098
-997
| -5% | -$110K | 0.94% | 17 |
|
|
2022
Q3 | $1.75M | Sell |
20,095
-802
| -4% | -$70K | 0.95% | 13 |
|
|
2022
Q2 | $1.79M | Buy |
20,897
+267
| +1% | +$22.9K | 0.99% | 15 |
|
|
2022
Q1 | $1.7M | Sell |
20,630
-1,121
| -5% | -$92.6K | 0.91% | 15 |
|
|
2021
Q4 | $1.33M | Buy |
+21,751
| New | +$1.33M | 0.79% | 19 |
|