Vishria Bird Financial Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,383
| Closed | -$236K | – | 51 |
|
|
2019
Q4 | $236K | Sell |
3,383
-382
| -10% | -$26.6K | 0.23% | 40 |
|
|
2019
Q3 | $266K | Hold |
3,765
| – | – | 0.3% | 39 |
|
|
2019
Q2 | $289K | Hold |
3,765
| – | – | 0.29% | 37 |
|
|
2019
Q1 | $304K | Sell |
3,765
-1,281
| -25% | -$103K | 0.31% | 37 |
|
|
2018
Q4 | $344K | Buy |
5,046
+6
| +0.1% | +$409 | 0.38% | 33 |
|
|
2018
Q3 | $429K | Sell |
5,040
-184
| -4% | -$15.7K | 0.37% | 27 |
|
|
2018
Q2 | $432K | Buy |
+5,224
| New | +$432K | 0.4% | 24 |
|