Wealthspire Advisors (Maryland)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.79M | Sell |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $2.43M | Sell |
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|
2019
Q4 | $4.97M | Buy |
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|
2019
Q3 | $4.94M | Buy |
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|
2019
Q2 | $5.3M | Buy |
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|
2019
Q1 | $5.25M | Buy |
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|
2018
Q4 | $4.42M | Sell |
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|
2018
Q3 | $5.95M | Sell |
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|
2018
Q2 | $6.02M | Sell |
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|
2018
Q1 | $5.48M | Sell |
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|
2017
Q4 | $6.34M | Buy |
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|
2017
Q3 | $5.84M | Buy |
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|
2017
Q2 | $5.18M | Buy |
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|
2017
Q1 | $3.94M | Sell |
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|
2016
Q4 | $4.36M | Buy |
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|
2016
Q3 | $4.13M | Sell |
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|
2016
Q2 | $4.85M | Sell |
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|
2016
Q1 | $4.44M | Buy |
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|
2015
Q4 | $3.8M | Buy |
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