AMAL
Asset Management Advisors LLC’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,574
| Closed | -$208K | – | 27 |
|
|
2019
Q1 | $208K | Buy |
+2,574
| New | +$208K | 0.17% | 25 |
|
|
2018
Q4 | – | Sell |
-2,547
| Closed | -$211K | – | 26 |
|
|
2018
Q3 | $211K | Hold |
2,547
| – | – | 0.18% | 24 |
|
|
2018
Q2 | $211K | Buy |
+2,547
| New | +$211K | 0.18% | 24 |
|
|
2018
Q1 | – | Sell |
-2,531
| Closed | -$212K | – | 25 |
|
|
2017
Q4 | $212K | Buy |
2,531
+8
| +0.3% | +$670 | 0.18% | 24 |
|
|
2017
Q3 | $207K | Buy |
2,523
+8
| +0.3% | +$656 | 0.19% | 24 |
|
|
2017
Q2 | $203K | Buy |
2,515
+7
| +0.3% | +$565 | 0.18% | 25 |
|
|
2017
Q1 | $206K | Sell |
2,508
-745
| -23% | -$61.2K | 0.18% | 26 |
|
|
2016
Q4 | $294K | Buy |
3,253
+6
| +0.2% | +$542 | 0.27% | 25 |
|
|
2016
Q3 | $283K | Buy |
3,247
+7
| +0.2% | +$610 | 0.27% | 25 |
|
|
2016
Q2 | $304K | Buy |
3,240
+7
| +0.2% | +$657 | 0.3% | 26 |
|
|
2016
Q1 | $270K | Buy |
3,233
+6
| +0.2% | +$501 | 0.24% | 23 |
|
|
2015
Q4 | $252K | Buy |
3,227
+8
| +0.2% | +$625 | 0.21% | 23 |
|
|
2015
Q3 | $239K | Buy |
3,219
+7
| +0.2% | +$520 | 0.18% | 27 |
|
|
2015
Q2 | $267K | Buy |
3,212
+7
| +0.2% | +$582 | 0.19% | 26 |
|
|
2015
Q1 | $272K | Buy |
3,205
+6
| +0.2% | +$509 | 0.19% | 27 |
|
|
2014
Q4 | $296K | Buy |
3,199
+6
| +0.2% | +$555 | 0.2% | 25 |
|
|
2014
Q3 | $300K | Buy |
3,193
+5
| +0.2% | +$470 | 0.2% | 24 |
|
|
2014
Q2 | $321K | Sell |
3,188
-370
| -10% | -$37.3K | 0.21% | 22 |
|
|
2014
Q1 | $348K | Buy |
3,558
+5
| +0.1% | +$489 | 0.25% | 22 |
|
|
2013
Q4 | $360K | Buy |
+3,553
| New | +$360K | 0.28% | 22 |
|