Alliance Wealth Management Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,603
| Closed | -$269K | – | 71 |
|
|
2018
Q1 | $269K | Hold |
3,603
| – | – | 0.13% | 61 |
|
|
2017
Q4 | $302K | Sell |
3,603
-4,403
| -55% | -$369K | 0.15% | 58 |
|
|
2017
Q3 | $658K | Buy |
8,006
+4,003
| +100% | +$329K | 0.17% | 51 |
|
|
2017
Q2 | $324K | Hold |
4,003
| – | – | 0.18% | 51 |
|
|
2017
Q1 | $328K | Hold |
4,003
| – | – | 0.19% | 54 |
|
|
2016
Q4 | $362K | Hold |
4,003
| – | – | 0.27% | 26 |
|
|
2016
Q3 | $349K | Hold |
4,003
| – | – | 0.25% | 19 |
|
|
2016
Q2 | $375K | Buy |
4,003
+619
| +18% | +$58K | 0.26% | 18 |
|
|
2016
Q1 | $283K | Hold |
3,384
| – | – | 0.24% | 18 |
|
|
2015
Q4 | $264K | Buy |
+3,384
| New | +$264K | 0.25% | 29 |
|