Allegis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $377K | Sell |
5,052
-522
| -9% | -$39K | 0.12% | 164 |
|
|
2017
Q4 | $466K | Sell |
5,574
-965
| -15% | -$80.7K | 0.14% | 159 |
|
|
2017
Q3 | $536K | Sell |
6,539
-106
| -2% | -$8.69K | 0.13% | 147 |
|
|
2017
Q2 | $536K | Buy |
6,645
+2,469
| +59% | +$199K | 0.14% | 143 |
|
|
2017
Q1 | $342K | Buy |
4,176
+1,932
| +86% | +$158K | 0.09% | 189 |
|
|
2016
Q4 | $203K | Sell |
2,244
-1,800
| -45% | -$163K | 0.06% | 217 |
|
|
2016
Q3 | $353K | Sell |
4,044
-1,981
| -33% | -$173K | 0.14% | 157 |
|
|
2016
Q2 | $557K | Sell |
6,025
-1,731
| -22% | -$160K | 0.28% | 109 |
|
|
2016
Q1 | $648K | Buy |
7,756
+291
| +4% | +$24.3K | 0.37% | 93 |
|
|
2015
Q4 | $582K | Buy |
+7,465
| New | +$582K | 0.33% | 89 |
|