Vantage Financial Partners (Illinois)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,400
| Closed | -$318K | – | 90 |
|
|
2021
Q3 | $318K | Buy |
5,400
+300
| +6% | +$17.7K | 0.17% | 68 |
|
|
2021
Q2 | $322K | Buy |
+5,100
| New | +$322K | 0.18% | 65 |
|
|
2020
Q1 | – | Sell |
-3,192
| Closed | -$223K | – | 76 |
|
|
2019
Q4 | $223K | Hold |
3,192
| – | – | 0.13% | 73 |
|
|
2019
Q3 | $225K | Buy |
3,192
+300
| +10% | +$21.2K | 0.15% | 68 |
|
|
2019
Q2 | $222K | Buy |
2,892
+100
| +4% | +$7.66K | 0.14% | 77 |
|
|
2019
Q1 | $226K | Buy |
+2,792
| New | +$226K | 0.15% | 74 |
|
|
2018
Q4 | – | Sell |
-2,792
| Closed | -$237K | – | 89 |
|
|
2018
Q3 | $237K | Sell |
2,792
-500
| -15% | -$42.4K | 0.15% | 75 |
|
|
2018
Q2 | $272K | Buy |
+3,292
| New | +$272K | 0.18% | 69 |
|
|
2017
Q2 | – | Sell |
-54,024
| Closed | -$3.24M | – | 78 |
|
|
2017
Q1 | $3.24M | Buy |
+54,024
| New | +$3.24M | 2.31% | 12 |
|