Wealthstreet Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-46,100
| Closed | -$2.57M | – | 334 |
|
|
2021
Q1 | $2.57M | Sell |
46,100
-370
| -0.8% | -$20.7K | 0.25% | 95 |
|
|
2020
Q4 | $1.92M | Sell |
46,470
-8,229
| -15% | -$339K | 0.19% | 116 |
|
|
2020
Q3 | $1.88M | Sell |
54,699
-1,400
| -2% | -$48.1K | 0.21% | 104 |
|
|
2020
Q2 | $2.51M | Buy |
56,099
+562
| +1% | +$25.1K | 0.31% | 73 |
|
|
2020
Q1 | $2.11M | Sell |
55,537
-689
| -1% | -$26.2K | 0.31% | 79 |
|
|
2019
Q4 | $3.92M | Sell |
56,226
-505
| -0.9% | -$35.2K | 0.46% | 58 |
|
|
2019
Q3 | $3.88M | Sell |
56,731
-291
| -0.5% | -$19.9K | 0.5% | 54 |
|
|
2019
Q2 | $4.37M | Sell |
57,022
-2,127
| -4% | -$163K | 0.57% | 48 |
|
|
2019
Q1 | $4.78M | Sell |
59,149
-2,080
| -3% | -$168K | 0.63% | 44 |
|
|
2018
Q4 | $4.36M | Sell |
61,229
-3,408
| -5% | -$243K | 0.61% | 45 |
|
|
2018
Q3 | $5.5M | Sell |
64,637
-44
| -0.1% | -$3.74K | 0.68% | 42 |
|
|
2018
Q2 | $5.35M | Buy |
64,681
+1,062
| +2% | +$87.9K | 0.71% | 36 |
|
|
2018
Q1 | $4.75M | Sell |
63,619
-226
| -0.4% | -$16.9K | 0.6% | 41 |
|
|
2017
Q4 | $5.34M | Buy |
+63,845
| New | +$5.34M | 0.65% | 35 |
|