Counsel Portfolio Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $1.45M | Buy |
+15,427
| New | +$1.45M | 0.14% | 171 |
|
|
2015
Q3 | – | Sell |
-10,700
| Closed | -$890K | – | 326 |
|
|
2015
Q2 | $890K | Hold |
10,700
| – | – | 0.09% | 196 |
|
|
2015
Q1 | $910K | Hold |
10,700
| – | – | 0.09% | 197 |
|
|
2014
Q4 | $989K | Hold |
10,700
| – | – | 0.1% | 181 |
|
|
2014
Q3 | $1.01M | Buy |
10,700
+400
| +4% | +$37.6K | 0.1% | 191 |
|
|
2014
Q2 | $1.04M | Sell |
10,300
-200
| -2% | -$20.1K | 0.1% | 227 |
|
|
2014
Q1 | $1.03M | Sell |
10,500
-900
| -8% | -$87.9K | 0.1% | 195 |
|
|
2013
Q4 | $1.15M | Buy |
11,400
+1,600
| +16% | +$162K | 0.12% | 178 |
|
|
2013
Q3 | $843 | Buy |
9,800
+2,500
| +34% | +$215 | 0.04% | 192 |
|
|
2013
Q2 | $660K | Buy |
+7,300
| New | +$660K | 0.08% | 196 |
|