Account Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,200
| Closed | -$206K | – | 23 |
|
|
2016
Q2 | $206K | Buy |
+2,200
| New | +$206K | 0.27% | 22 |
|
|
2015
Q4 | – | Sell |
-7,230
| Closed | -$538K | – | 29 |
|
|
2015
Q3 | $538K | Sell |
7,230
-3,550
| -33% | -$264K | 0.51% | 26 |
|
|
2015
Q2 | $897K | Buy |
10,780
+980
| +10% | +$81.5K | 0.72% | 23 |
|
|
2015
Q1 | $833K | Sell |
9,800
-1,404
| -13% | -$119K | 0.71% | 22 |
|
|
2014
Q4 | $1.04M | Hold |
11,204
| – | – | 0.97% | 19 |
|
|
2014
Q3 | $1.05M | Sell |
11,204
-653
| -6% | -$61.4K | 0.95% | 23 |
|
|
2014
Q2 | $1.19M | Hold |
11,857
| – | – | 1.16% | 22 |
|
|
2014
Q1 | $1.16M | Hold |
11,857
| – | – | 1.04% | 21 |
|
|
2013
Q4 | $1.19M | Sell |
11,857
-475
| -4% | -$47.8K | 1.06% | 21 |
|
|
2013
Q3 | $1.06M | Sell |
12,332
-3,570
| -22% | -$307K | 0.88% | 24 |
|
|
2013
Q2 | $1.44M | Buy |
+15,902
| New | +$1.44M | 1.51% | 18 |
|