WealthStone’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $539K | Buy |
9,665
+2,531
| +35% | +$141K | 0.19% | 84 |
|
|
2020
Q4 | $294K | Buy |
+7,134
| New | +$294K | 0.1% | 139 |
|
|
2020
Q3 | – | Sell |
-9,226
| Closed | -$413K | – | 251 |
|
|
2020
Q2 | $413K | Buy |
+9,226
| New | +$413K | 0.2% | 77 |
|
|
2019
Q3 | – | Sell |
-1,027
| Closed | -$78.7K | – | 643 |
|
|
2019
Q2 | $78.7K | Buy |
+1,027
| New | +$78.7K | 0.04% | 162 |
|