Banyan Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $12.1M | Buy |
129,102
+3,925
| +3% | +$369K | 1.03% | 22 |
|
|
2014
Q2 | $12.6M | Sell |
125,177
-9,783
| -7% | -$985K | 1.07% | 16 |
|
|
2014
Q1 | $13.2M | Sell |
134,960
-5,274
| -4% | -$515K | 1.14% | 13 |
|
|
2013
Q4 | $14.2M | Buy |
140,234
+12,887
| +10% | +$1.3M | 1% | 15 |
|
|
2013
Q3 | $11M | Buy |
127,347
+53,306
| +72% | +$4.59M | 0.97% | 18 |
|
|
2013
Q2 | $6.69M | Buy |
+74,041
| New | +$6.69M | 1.32% | 25 |
|