Bridgewater Wealth & Financial Management’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 | $7.22M | Buy |
86,369
+1,212
| +1% | +$101K | 2.88% | 16 |
|
|
2017
Q3 | $6.98M | Sell |
85,157
-2,907
| -3% | -$238K | 2.86% | 16 |
|
|
2017
Q2 | $7.11M | Buy |
88,064
+7,045
| +9% | +$569K | 2.37% | 13 |
|
|
2017
Q1 | $6.64M | Sell |
81,019
-9,163
| -10% | -$751K | 2.43% | 13 |
|
|
2016
Q4 | $8.14M | Sell |
90,182
-3,446
| -4% | -$311K | 3.08% | 7 |
|
|
2016
Q3 | $8.17M | Sell |
93,628
-3,696
| -4% | -$323K | 3.01% | 7 |
|
|
2016
Q2 | $9.12M | Buy |
97,324
+13,851
| +17% | +$1.3M | 3.29% | 7 |
|
|
2016
Q1 | $6.98M | Buy |
83,473
+10,489
| +14% | +$877K | 2.54% | 17 |
|
|
2015
Q4 | $5.69M | Buy |
72,984
+7,868
| +12% | +$613K | 2.21% | 21 |
|
|
2015
Q3 | $4.84M | Buy |
65,116
+1,765
| +3% | +$131K | 2.01% | 24 |
|
|
2015
Q2 | $5.27M | Buy |
63,351
+1,010
| +2% | +$84K | 2.24% | 20 |
|
|
2015
Q1 | $5.3M | Buy |
62,341
+645
| +1% | +$54.8K | 2.26% | 18 |
|
|
2014
Q4 | $5.7M | Buy |
+61,696
| New | +$5.7M | 2.32% | 16 |
|