Bristol Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,400
| Closed | -$786K | – | 77 |
|
|
2017
Q4 | $786K | Buy |
9,400
+3,700
| +65% | +$309K | 0.49% | 37 |
|
|
2017
Q3 | $467K | Sell |
5,700
-2,100
| -27% | -$172K | 0.47% | 42 |
|
|
2017
Q2 | $630K | Buy |
+7,800
| New | +$630K | 0.42% | 20 |
|
|
2017
Q1 | – | Sell |
-4,500
| Closed | -$406K | – | 89 |
|
|
2016
Q4 | $406K | Buy |
+4,500
| New | +$406K | 0.41% | 40 |
|