Vontobel Swiss Wealth Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,565
| Closed | -$249K | – | 89 |
|
|
2020
Q1 | $249K | Buy |
6,565
+2,835
| +76% | +$108K | 0.19% | 75 |
|
|
2019
Q4 | $260K | Sell |
3,730
-738
| -17% | -$51.4K | 0.17% | 86 |
|
|
2019
Q3 | $315K | Sell |
4,468
-3,774
| -46% | -$266K | 0.2% | 84 |
|
|
2019
Q2 | $632K | Buy |
+8,242
| New | +$632K | 0.34% | 66 |
|
|
2018
Q1 | – | Sell |
-6,025
| Closed | -$504K | – | 91 |
|
|
2017
Q4 | $504K | Sell |
6,025
-2,349
| -28% | -$196K | 0.3% | 50 |
|
|
2017
Q3 | $687K | Buy |
8,374
+1,624
| +24% | +$133K | 0.42% | 40 |
|
|
2017
Q2 | $545K | Sell |
6,750
-700
| -9% | -$56.5K | 0.35% | 40 |
|
|
2017
Q1 | $611K | Buy |
+7,450
| New | +$611K | 0.33% | 45 |
|