Wellesley Investment Partners’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 | – | Sell |
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|
2020
Q2 | $346K | Sell |
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|
2020
Q1 | $380K | Buy |
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|
2019
Q4 | $600K | Buy |
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|
2019
Q3 | $586K | Buy |
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|
2019
Q2 | $567K | Sell |
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|
2019
Q1 | $598K | Sell |
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|
2018
Q4 | $733K | Sell |
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|
2018
Q3 | $921K | Sell |
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|
2018
Q2 | $1.65M | Buy |
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|
2018
Q1 | $1.41M | Buy |
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|
2017
Q4 | $1.45M | Buy |
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|
2017
Q3 | $1.32M | Sell |
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|
2017
Q2 | $1.32M | Buy |
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|
2017
Q1 | $1.32M | Buy |
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|
2016
Q4 | $1.15M | Buy |
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|
2016
Q3 | $1.11M | Buy |
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|
2016
Q2 | $1.11M | Buy |
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|
2016
Q1 | $935K | Buy |
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|
2015
Q4 | $618K | Buy |
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