Cetera Investment 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
Q1 | – | Sell |
-2,460
| Closed | -$222K | – | 111 |
|
|
2016
Q4 | $222K | Hold |
2,460
| – | – | 0.17% | 100 |
|
|
2016
Q3 | $215K | Sell |
2,460
-858
| -26% | -$75K | 0.14% | 108 |
|
|
2016
Q2 | $311K | Sell |
3,318
-1,810
| -35% | -$170K | 0.18% | 97 |
|
|
2016
Q1 | $429K | Sell |
5,128
-8,027
| -61% | -$672K | 0.22% | 98 |
|
|
2015
Q4 | $1.03M | Buy |
+13,155
| New | +$1.03M | 0.41% | 90 |
|