Cobiz Wealth’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	$618K	Sell	8,063 -5,486	-40%	-$420K	0.12%	79
2019 Q1	$1.1M	Sell	13,549 -2,897	-18%	-$234K	0.21%	74
2018 Q4	$1.12M	Sell	16,446 -1,619	-9%	-$110K	0.25%	71
2018 Q3	$1.54M	Sell	18,065 -4,853	-21%	-$413K	0.3%	62
2018 Q2	$1.9M	Sell	22,918 -87	-0.4%	-$7.2K	0.38%	57
2018 Q1	$1.72M	Sell	23,005 -606	-3%	-$45.2K	0.36%	56
2017 Q4	$1.98M	Sell	23,611 -225	-0.9%	-$18.8K	0.41%	57
2017 Q3	$1.95M	Sell	23,836 -1,877	-7%	-$154K	0.43%	56
2017 Q2	$2.08M	Sell	25,713 -806	-3%	-$65.1K	0.46%	58
2017 Q1	$2.18M	Buy	26,519 +1,917	+8%	+$157K	0.49%	61
2016 Q4	$2.22M	Sell	24,602 -1,478	-6%	-$133K	0.52%	60
2016 Q3	$2.28M	Buy	26,080 +3,193	+14%	+$279K	0.55%	60
2016 Q2	$2.15M	Sell	22,887 -1,315	-5%	-$123K	0.54%	61
2016 Q1	$2.02M	Sell	24,202 -41	-0.2%	-$3.43K	0.5%	63
2015 Q4	$1.89M	Sell	24,243 -634	-3%	-$49.4K	0.45%	64
2015 Q3	$1.85M	Sell	24,877 -875	-3%	-$65.1K	0.45%	66
2015 Q2	$2.14M	Sell	25,752 -830	-3%	-$69.1K	0.48%	62
2015 Q1	$2.26M	Sell	26,582 -100	-0.4%	-$8.5K	0.5%	59
2014 Q4	$2.47M	Buy	26,682 +507	+2%	+$46.9K	0.56%	55
2014 Q3	$2.46M	Sell	26,175 -357	-1%	-$33.6K	0.57%	58
2014 Q2	$2.67M	Buy	26,532 +405	+2%	+$40.8K	0.62%	58
2014 Q1	$2.55M	Buy	26,127 +288	+1%	+$28.1K	0.61%	58
2013 Q4	$2.62M	Buy	25,839 +781	+3%	+$79K	0.62%	60
2013 Q3	$2.16M	Buy	25,058 +227	+0.9%	+$19.5K	0.55%	63
2013 Q2	$2.24M	Buy	+24,831	New	+$2.24M	0.59%	59