Arthur Zaske & Associates’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $226K | Hold |
2,700
| – | – | 0.25% | 76 |
|
|
2017
Q3 | $221K | Hold |
2,700
| – | – | 0.23% | 73 |
|
|
2017
Q2 | $218K | Buy |
+2,700
| New | +$218K | 0.19% | 70 |
|
|
2017
Q1 | – | Sell |
-8,600
| Closed | -$776K | – | 93 |
|
|
2016
Q4 | $776K | Buy |
8,600
+1,000
| +13% | +$90.2K | 0.56% | 17 |
|
|
2016
Q3 | $663K | Buy |
+7,600
| New | +$663K | 0.99% | 21 |
|