Cornerstone Financial Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.6M | Buy |
19,107
+10,864
| +132% | +$907K | 0.52% | 45 |
|
|
2017
Q3 | $676K | Sell |
8,243
-1,998
| -20% | -$164K | 0.26% | 64 |
|
|
2017
Q2 | $827K | Buy |
10,241
+2
| +0% | +$162 | 0.33% | 57 |
|
|
2017
Q1 | $839K | Buy |
10,239
+768
| +8% | +$62.9K | 0.28% | 71 |
|
|
2016
Q4 | $854K | Buy |
9,471
+40
| +0.4% | +$3.61K | 0.27% | 74 |
|
|
2016
Q3 | $823K | Hold |
9,431
| – | – | 0.29% | 67 |
|
|
2016
Q2 | $885K | Sell |
9,431
-274
| -3% | -$25.7K | 0.31% | 71 |
|
|
2016
Q1 | $810K | Sell |
9,705
-8,623
| -47% | -$720K | 0.31% | 86 |
|
|
2015
Q4 | $1.43M | Buy |
+18,328
| New | +$1.43M | 0.53% | 52 |
|