AIM
Advantage Investment Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $202K | Buy |
2,867
+464
| +19% | +$32.7K | 0.16% | 146 |
|
|
2019
Q2 | $184K | Buy |
2,403
+202
| +9% | +$15.5K | 0.14% | 157 |
|
|
2019
Q1 | $178K | Sell |
2,201
-188
| -8% | -$15.2K | 0.14% | 157 |
|
|
2018
Q4 | $163K | Sell |
2,389
-810
| -25% | -$55.3K | 0.12% | 157 |
|
|
2018
Q3 | $272K | Sell |
3,199
-1,013
| -24% | -$86.1K | 0.18% | 100 |
|
|
2018
Q2 | $348K | Sell |
4,212
-11,777
| -74% | -$973K | 0.25% | 77 |
|
|
2018
Q1 | $1.19M | Sell |
15,989
-1,102
| -6% | -$82.2K | 0.46% | 46 |
|
|
2017
Q4 | $1.43M | Sell |
17,091
-26,344
| -61% | -$2.2M | 0.44% | 53 |
|
|
2017
Q3 | $3.56M | Buy |
43,435
+3,294
| +8% | +$270K | 1.16% | 25 |
|
|
2017
Q2 | $3.24M | Buy |
40,141
+1,455
| +4% | +$117K | 1.13% | 22 |
|
|
2017
Q1 | $3.17M | Buy |
38,686
+5,936
| +18% | +$487K | 1.26% | 20 |
|
|
2016
Q4 | $2.96M | Buy |
32,750
+2,333
| +8% | +$211K | 1.09% | 24 |
|
|
2016
Q3 | $2.66M | Buy |
30,417
+1,948
| +7% | +$170K | 0.97% | 27 |
|
|
2016
Q2 | $2.67M | Sell |
28,469
-2,950
| -9% | -$277K | 1.25% | 22 |
|
|
2016
Q1 | $2.63M | Buy |
31,419
+27,503
| +702% | +$2.3M | 1.13% | 20 |
|
|
2015
Q4 | $305K | Buy |
3,916
+78
| +2% | +$6.08K | 0.16% | 106 |
|
|
2015
Q3 | $285K | Buy |
3,838
+217
| +6% | +$16.1K | 0.16% | 98 |
|
|
2015
Q2 | $301K | Buy |
3,621
+36
| +1% | +$2.99K | 0.15% | 112 |
|
|
2015
Q1 | $305K | Sell |
3,585
-1,377
| -28% | -$117K | 0.17% | 111 |
|
|
2014
Q4 | $459K | Buy |
+4,962
| New | +$459K | 0.34% | 64 |
|