Concert Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $613K | Sell |
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|
2017
Q1 | $2.31M | Sell |
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|
2016
Q4 | $2.71M | Sell |
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|
2016
Q3 | $8.37M | Buy |
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|
2016
Q2 | $8.25M | Buy |
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|
2016
Q1 | $6.79M | Buy |
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|
2015
Q4 | $6.23M | Buy |
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|
2015
Q3 | $5.58M | Buy |
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|
2015
Q2 | $5.99M | Buy |
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|
2015
Q1 | $2.91M | Buy |
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|
2014
Q4 | $6.07M | Buy |
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|
2014
Q3 | $3.1M | Sell |
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|
2014
Q2 | $3.3M | Buy |
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|
2014
Q1 | $3.24M | Sell |
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|
2013
Q4 | $3.45M | Sell |
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|
2013
Q3 | $3.26M | Buy |
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|
2013
Q2 | $3.1M | Buy |
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