Braver Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $6.93M | Buy |
76,759
+2,692
| +4% | +$243K | 1.13% | 18 |
|
|
2016
Q3 | $6.47M | Buy |
74,067
+6,203
| +9% | +$541K | 1.08% | 24 |
|
|
2016
Q2 | $6.36M | Sell |
67,864
-5,540
| -8% | -$519K | 1.09% | 23 |
|
|
2016
Q1 | $6.14M | Buy |
73,404
+32,695
| +80% | +$2.73M | 1.01% | 26 |
|
|
2015
Q4 | $3.17M | Buy |
40,709
+1,392
| +4% | +$108K | 0.65% | 36 |
|
|
2015
Q3 | $2.92M | Buy |
39,317
+24,433
| +164% | +$1.82M | 0.73% | 35 |
|
|
2015
Q2 | $1.24M | Buy |
14,884
+10,568
| +245% | +$879K | 0.3% | 56 |
|
|
2015
Q1 | $367K | Sell |
4,316
-195
| -4% | -$16.6K | 0.08% | 75 |
|
|
2014
Q4 | $417K | Buy |
4,511
+907
| +25% | +$83.8K | 0.09% | 70 |
|
|
2014
Q3 | $339K | Sell |
3,604
-6,967
| -66% | -$655K | 0.1% | 63 |
|
|
2014
Q2 | $1.06M | Buy |
10,571
+6,559
| +163% | +$660K | 0.27% | 55 |
|
|
2014
Q1 | $392K | Sell |
4,012
-12,866
| -76% | -$1.26M | 0.11% | 63 |
|
|
2013
Q4 | $1.71M | Sell |
16,878
-423
| -2% | -$42.8K | 0.59% | 30 |
|
|
2013
Q3 | $1.49M | Buy |
17,301
+1,198
| +7% | +$103K | 0.51% | 35 |
|
|
2013
Q2 | $1.46M | Buy |
+16,103
| New | +$1.46M | 0.67% | 29 |
|