TrueMark Investments’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-41,522
| Closed | -$4.87M | – | 256 |
|
2024
Q3 | $4.87M | Buy |
41,522
+3,888
| +10% | +$456K | 1.56% | 5 |
|
2024
Q2 | $4.33M | Buy |
37,634
+13,932
| +59% | +$1.6M | 1.48% | 13 |
|
2024
Q1 | $2.76M | Sell |
23,702
-1,088
| -4% | -$126K | 2.53% | 13 |
|
2023
Q4 | $2.48M | Buy |
+24,790
| New | +$2.48M | 2.46% | 10 |
|