Capital Investment Services of America’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,451
Closed -$241K 70
2019
Q4
$241K Sell
3,451
-50
-1% -$3.49K 0.03% 67
2019
Q3
$247K Hold
3,501
0.04% 61
2019
Q2
$268K Hold
3,501
0.04% 61
2019
Q1
$283K Hold
3,501
0.05% 56
2018
Q4
$239K Hold
3,501
0.04% 65
2018
Q3
$298K Sell
3,501
-9
-0.3% -$766 0.04% 62
2018
Q2
$290K Hold
3,510
0.05% 61
2018
Q1
$262K Sell
3,510
-451
-11% -$33.7K 0.04% 66
2017
Q4
$331K Hold
3,961
0.05% 65
2017
Q3
$325K Sell
3,961
-280
-7% -$23K 0.05% 63
2017
Q2
$342K Sell
4,241
-100
-2% -$8.06K 0.06% 62
2017
Q1
$356K Hold
4,341
0.06% 62
2016
Q4
$392K Sell
4,341
-800
-16% -$72.2K 0.07% 60
2016
Q3
$449K Hold
5,141
0.09% 56
2016
Q2
$482K Sell
5,141
-100
-2% -$9.38K 0.09% 55
2016
Q1
$438K Sell
5,241
-100
-2% -$8.36K 0.08% 57
2015
Q4
$416K Hold
5,341
0.08% 57
2015
Q3
$397K Sell
5,341
-55
-1% -$4.09K 0.09% 50
2015
Q2
$449K Hold
5,396
0.1% 49
2015
Q1
$459K Sell
5,396
-1,578
-23% -$134K 0.11% 46
2014
Q4
$645K Buy
6,974
+1,578
+29% +$146K 0.15% 46
2014
Q3
$507K Sell
5,396
-6,000
-53% -$564K 0.13% 45
2014
Q2
$1.15M Hold
11,396
0.28% 42
2014
Q1
$1.11M Sell
11,396
-763
-6% -$74.5K 0.28% 42
2013
Q4
$1.23M Sell
12,159
-100
-0.8% -$10.1K 0.31% 40
2013
Q3
$1.06M Buy
12,259
+700
+6% +$60.2K 0.28% 44
2013
Q2
$1.04M Buy
+11,559
New +$1.04M 0.3% 44