TrueWealth LLC’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $385K | Sell |
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|
2019
Q4 | $951K | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $1.24M | Sell |
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|
2018
Q4 | $1.07M | Buy |
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|
2018
Q3 | $1.22M | Buy |
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|
2018
Q2 | $1.18M | Buy |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.99M | Buy |
|