AWS
Aris Wealth Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.59M | Sell |
21,428
-16,400
| -43% | -$1.22M | 3.34% | 8 |
|
|
2015
Q2 | $3.15M | Sell |
37,828
-2,407
| -6% | -$200K | 2.88% | 5 |
|
|
2015
Q1 | $3.42M | Sell |
40,235
-3,665
| -8% | -$312K | 3.19% | 5 |
|
|
2014
Q4 | $4.06M | Buy |
43,900
+1,385
| +3% | +$128K | 4.52% | 3 |
|
|
2014
Q3 | $4M | Sell |
42,515
-790
| -2% | -$74.3K | 4.96% | 3 |
|
|
2014
Q2 | $4.36M | Sell |
43,305
-2,983
| -6% | -$300K | 5.7% | 2 |
|
|
2014
Q1 | $4.52M | Sell |
46,288
-4,360
| -9% | -$426K | 6.62% | 1 |
|
|
2013
Q4 | $5.13M | Buy |
50,648
+1,830
| +4% | +$185K | 8.62% | 1 |
|
|
2013
Q3 | $4.2M | Sell |
48,818
-546
| -1% | -$47K | 7.69% | 1 |
|
|
2013
Q2 | $4.46M | Buy |
+49,364
| New | +$4.46M | 9.54% | 1 |
|