Wealthspire Advisors (Maryland)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.79M | Sell |
52,232
-16,187
| -24% | -$556K | 0.06% | 139 |
|
|
2020
Q2 | $3.06M | Buy |
68,419
+4,488
| +7% | +$201K | 0.22% | 69 |
|
|
2020
Q1 | $2.43M | Sell |
63,931
-7,357
| -10% | -$279K | 0.21% | 70 |
|
|
2019
Q4 | $4.97M | Buy |
71,288
+1,315
| +2% | +$91.8K | 0.33% | 54 |
|
|
2019
Q3 | $4.94M | Buy |
69,973
+802
| +1% | +$56.6K | 0.36% | 47 |
|
|
2019
Q2 | $5.3M | Buy |
69,171
+4,183
| +6% | +$321K | 0.4% | 44 |
|
|
2019
Q1 | $5.25M | Buy |
64,988
+225
| +0.3% | +$18.2K | 0.4% | 43 |
|
|
2018
Q4 | $4.42M | Sell |
64,763
-5,208
| -7% | -$355K | 0.39% | 45 |
|
|
2018
Q3 | $5.95M | Sell |
69,971
-2,824
| -4% | -$240K | 0.49% | 34 |
|
|
2018
Q2 | $6.02M | Sell |
72,795
-662
| -0.9% | -$54.8K | 0.55% | 34 |
|
|
2018
Q1 | $5.48M | Sell |
73,457
-2,315
| -3% | -$173K | 0.52% | 37 |
|
|
2017
Q4 | $6.34M | Buy |
75,772
+4,577
| +6% | +$383K | 0.62% | 31 |
|
|
2017
Q3 | $5.84M | Buy |
71,195
+7,042
| +11% | +$577K | 0.64% | 28 |
|
|
2017
Q2 | $5.18M | Buy |
64,153
+16,070
| +33% | +$1.3M | 0.61% | 28 |
|
|
2017
Q1 | $3.94M | Sell |
48,083
-171
| -0.4% | -$14K | 0.56% | 29 |
|
|
2016
Q4 | $4.36M | Buy |
48,254
+881
| +2% | +$79.5K | 0.65% | 26 |
|
|
2016
Q3 | $4.14M | Sell |
47,373
-4,397
| -8% | -$384K | 0.64% | 28 |
|
|
2016
Q2 | $4.85M | Sell |
51,770
-1,345
| -3% | -$126K | 0.81% | 21 |
|
|
2016
Q1 | $4.44M | Buy |
53,115
+4,323
| +9% | +$361K | 0.78% | 21 |
|
|
2015
Q4 | $3.8M | Buy |
+48,792
| New | +$3.8M | 0.71% | 23 |
|