Butensky & Cohen Financial Security’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-528
| Closed | -$43K | – | 119 |
|
|
2017
Q2 | $43K | Hold |
528
| – | – | 0.04% | 84 |
|
|
2017
Q1 | $43K | Hold |
528
| – | – | 0.04% | 82 |
|
|
2016
Q4 | $48K | Hold |
528
| – | – | 0.04% | 79 |
|
|
2016
Q3 | $46K | Hold |
528
| – | – | 0.04% | 79 |
|
|
2016
Q2 | $49K | Buy |
528
+40
| +8% | +$3.71K | 0.05% | 76 |
|
|
2016
Q1 | $41K | Sell |
488
-200
| -29% | -$16.8K | 0.04% | 79 |
|
|
2015
Q4 | $54K | Hold |
688
| – | – | 0.05% | 78 |
|
|
2015
Q3 | $51K | Buy |
688
+160
| +30% | +$11.9K | 0.05% | 76 |
|
|
2015
Q2 | $44K | Buy |
528
+108
| +26% | +$9K | 0.04% | 79 |
|
|
2015
Q1 | $36K | Hold |
420
| – | – | 0.04% | 83 |
|
|
2014
Q4 | $39K | Buy |
+420
| New | +$39K | 0.04% | 81 |
|