Consolidated Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-16,364
| Closed | -$1.22M | – | 44 |
|
2018
Q1 | $1.22M | Buy |
16,364
+2,335
| +17% | +$174K | 0.97% | 26 |
|
2017
Q4 | $1.17M | Sell |
14,029
-52
| -0.4% | -$4.35K | 1.21% | 26 |
|
2017
Q3 | $1.15M | Sell |
14,081
-62
| -0.4% | -$5.08K | 1.48% | 25 |
|
2017
Q2 | $1.14M | Buy |
14,143
+135
| +1% | +$10.9K | 1.7% | 23 |
|
2017
Q1 | $1.15M | Buy |
+14,008
| New | +$1.15M | 1.78% | 22 |
|