Concert Wealth 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
Q3 | – | Sell |
-7,624
| Closed | -$613K | – | 152 |
|
|
2017
Q2 | $613K | Sell |
7,624
-17,991
| -70% | -$1.45M | 0.6% | 50 |
|
|
2017
Q1 | $2.31M | Sell |
25,615
-4,415
| -15% | -$398K | 0.52% | 37 |
|
|
2016
Q4 | $2.71M | Sell |
30,030
-65,929
| -69% | -$5.95M | 0.6% | 25 |
|
|
2016
Q3 | $8.37M | Buy |
95,959
+7,790
| +9% | +$680K | 1.02% | 9 |
|
|
2016
Q2 | $8.25M | Buy |
88,169
+6,877
| +8% | +$643K | 1.12% | 9 |
|
|
2016
Q1 | $6.79M | Buy |
81,292
+1,619
| +2% | +$135K | 0.91% | 13 |
|
|
2015
Q4 | $6.23M | Buy |
79,673
+4,531
| +6% | +$354K | 0.83% | 16 |
|
|
2015
Q3 | $5.58M | Buy |
75,142
+2,933
| +4% | +$218K | 0.76% | 19 |
|
|
2015
Q2 | $5.99M | Buy |
72,209
+1,291
| +2% | +$107K | 0.77% | 17 |
|
|
2015
Q1 | $2.91M | Buy |
70,918
+5,221
| +8% | +$214K | 0.83% | 16 |
|
|
2014
Q4 | $6.07M | Buy |
65,697
+32,749
| +99% | +$3.02M | 0.93% | 11 |
|
|
2014
Q3 | $3.1M | Sell |
32,948
-390
| -1% | -$36.7K | 0.42% | 17 |
|
|
2014
Q2 | $3.3M | Buy |
33,338
+192
| +0.6% | +$19K | 0.4% | 16 |
|
|
2014
Q1 | $3.24M | Sell |
33,146
-1,006
| -3% | -$98.4K | 0.4% | 17 |
|
|
2013
Q4 | $3.45M | Sell |
34,152
-3,450
| -9% | -$349K | 0.44% | 13 |
|
|
2013
Q3 | $3.26M | Buy |
37,602
+3,294
| +10% | +$286K | 0.46% | 15 |
|
|
2013
Q2 | $3.1M | Buy |
+34,308
| New | +$3.1M | 0.46% | 17 |
|