American Economic Planning Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.34M | Sell |
18,927
-210
| -1% | -$14.9K | 0.37% | 25 |
|
|
2019
Q2 | $1.47M | Buy |
19,137
+537
| +3% | +$41.1K | 0.44% | 21 |
|
|
2019
Q1 | $1.5M | Sell |
18,600
-26
| -0.1% | -$2.1K | 0.47% | 19 |
|
|
2018
Q4 | $1.27M | Sell |
18,626
-760
| -4% | -$51.8K | 0.41% | 20 |
|
|
2018
Q3 | $1.65M | Sell |
19,386
-455
| -2% | -$38.7K | 0.58% | 15 |
|
|
2018
Q2 | $1.64M | Buy |
19,841
+142
| +0.7% | +$11.7K | 0.61% | 13 |
|
|
2018
Q1 | $1.47M | Sell |
19,699
-438
| -2% | -$32.7K | 0.54% | 16 |
|
|
2017
Q4 | $1.68M | Buy |
20,137
+517
| +3% | +$43.2K | 0.62% | 12 |
|
|
2017
Q3 | $1.61M | Sell |
19,620
-2,442
| -11% | -$200K | 0.61% | 12 |
|
|
2017
Q2 | $1.78M | Buy |
22,062
+97
| +0.4% | +$7.83K | 0.7% | 11 |
|
|
2017
Q1 | $1.8M | Sell |
21,965
-425
| -2% | -$34.8K | 0.72% | 12 |
|
|
2016
Q4 | $2.02M | Buy |
22,390
+1,754
| +8% | +$158K | 0.86% | 10 |
|
|
2016
Q3 | $1.8M | Buy |
20,636
+85
| +0.4% | +$7.42K | 0.72% | 12 |
|
|
2016
Q2 | $1.93M | Sell |
20,551
-6,822
| -25% | -$639K | 0.78% | 11 |
|
|
2016
Q1 | $2.29M | Buy |
27,373
+8,481
| +45% | +$709K | 0.93% | 8 |
|
|
2015
Q4 | $1.47M | Buy |
18,892
+22
| +0.1% | +$1.72K | 0.57% | 12 |
|
|
2015
Q3 | $1.4M | Buy |
18,870
+11
| +0.1% | +$818 | 0.62% | 9 |
|
|
2015
Q2 | $1.57M | Sell |
18,859
-569
| -3% | -$47.3K | 0.65% | 9 |
|
|
2015
Q1 | $1.65M | Buy |
19,428
+78
| +0.4% | +$6.63K | 0.63% | 10 |
|
|
2014
Q4 | $1.79M | Buy |
19,350
+73
| +0.4% | +$6.75K | 0.69% | 9 |
|
|
2014
Q3 | $1.81M | Buy |
19,277
+11
| +0.1% | +$1.04K | 0.71% | 9 |
|
|
2014
Q2 | $1.94M | Buy |
19,266
+6,266
| +48% | +$631K | 0.71% | 9 |
|
|
2014
Q1 | $1.27M | Sell |
13,000
-21
| -0.2% | -$2.05K | 0.5% | 10 |
|
|
2013
Q4 | $1.32M | Buy |
13,021
+1,751
| +16% | +$177K | 0.48% | 12 |
|
|
2013
Q3 | $970K | Sell |
11,270
-18
| -0.2% | -$1.55K | 0.4% | 10 |
|
|
2013
Q2 | $1.02M | Buy |
+11,288
| New | +$1.02M | 0.39% | 10 |
|