Vista Investment Management’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 |
-3,124
| Closed | -$218K | – | 144 |
|
2019
Q4 | $218K | Sell |
3,124
-92
| -3% | -$6.42K | 0.16% | 134 |
|
2019
Q3 | $227K | Buy |
3,216
+159
| +5% | +$11.2K | 0.19% | 123 |
|
2019
Q2 | $234K | Buy |
3,057
+12
| +0.4% | +$919 | 0.2% | 123 |
|
2019
Q1 | $246K | Buy |
3,045
+42
| +1% | +$3.39K | 0.22% | 119 |
|
2018
Q4 | $205K | Buy |
3,003
+334
| +13% | +$22.8K | 0.21% | 127 |
|
2018
Q3 | $227K | Buy |
+2,669
| New | +$227K | 0.2% | 139 |
|