BIG
Bellwether Investment Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $286K | Buy |
3,422
+67
| +2% | +$5.6K | 1.15% | 31 |
|
|
2017
Q3 | $275K | Hold |
3,355
| – | – | 1.29% | 33 |
|
|
2017
Q2 | $271K | Buy |
3,355
+44
| +1% | +$3.55K | 1.26% | 38 |
|
|
2017
Q1 | $272K | Sell |
3,311
-14,917
| -82% | -$1.23M | 0.72% | 35 |
|
|
2016
Q4 | $1.65M | Buy |
+18,228
| New | +$1.65M | 1.48% | 9 |
|
|
2016
Q2 | $1.6M | Buy |
+17,048
| New | +$1.6M | 1.75% | 7 |
|