CT Financial Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.07M | Sell |
25,252
-4,998
| -17% | -$410K | 1.28% | 22 |
|
|
2016
Q4 | $2.73M | Buy |
30,250
+3
| +0% | +$271 | 1.73% | 9 |
|
|
2016
Q3 | $2.64M | Sell |
30,247
-411
| -1% | -$35.9K | 1.61% | 12 |
|
|
2016
Q2 | $2.87M | Sell |
30,658
-6,708
| -18% | -$629K | 1.77% | 9 |
|
|
2016
Q1 | $3.12M | Buy |
37,366
+323
| +0.9% | +$27K | 1.76% | 10 |
|
|
2015
Q4 | $2.89M | Buy |
37,043
+952
| +3% | +$74.2K | 1.66% | 10 |
|
|
2015
Q3 | $2.68M | Buy |
36,091
+3
| +0% | +$223 | 1.68% | 10 |
|
|
2015
Q2 | $3M | Buy |
36,088
+2
| +0% | +$166 | 1.7% | 8 |
|
|
2015
Q1 | $3.07M | Buy |
36,086
+2
| +0% | +$170 | 1.7% | 8 |
|
|
2014
Q4 | $3.34M | Buy |
+36,084
| New | +$3.34M | 2.52% | 4 |
|
|
2014
Q1 | $3.07M | Buy |
+36,086
| New | +$3.07M | 1.7% | 8 |
|