DG
Davidson & Garrard’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $6.87M | Buy |
83,805
+174
| +0.2% | +$14.3K | 1.62% | 17 |
|
|
2017
Q2 | $6.75M | Sell |
83,631
-1,051
| -1% | -$84.9K | 1.61% | 16 |
|
|
2017
Q1 | $6.95M | Sell |
84,682
-1,329
| -2% | -$109K | 1.65% | 16 |
|
|
2016
Q4 | $7.76M | Sell |
86,011
-2,472
| -3% | -$223K | 1.93% | 10 |
|
|
2016
Q3 | $7.72M | Sell |
88,483
-6,618
| -7% | -$578K | 1.92% | 9 |
|
|
2016
Q2 | $8.92M | Buy |
95,101
+69
| +0.1% | +$6.47K | 2.2% | 8 |
|
|
2016
Q1 | $7.94M | Buy |
95,032
+2,068
| +2% | +$173K | 2.03% | 8 |
|
|
2015
Q4 | $7.25M | Sell |
92,964
-2,052
| -2% | -$160K | 1.8% | 9 |
|
|
2015
Q3 | $7.06M | Buy |
95,016
+4,582
| +5% | +$341K | 1.83% | 7 |
|
|
2015
Q2 | $7.52M | Sell |
90,434
-967
| -1% | -$80.5K | 1.75% | 7 |
|
|
2015
Q1 | $7.77M | Buy |
91,401
+1,844
| +2% | +$157K | 1.77% | 7 |
|
|
2014
Q4 | $8.28M | Buy |
89,557
+4,443
| +5% | +$411K | 1.92% | 6 |
|
|
2014
Q3 | $8.01M | Sell |
85,114
-180
| -0.2% | -$16.9K | 1.95% | 7 |
|
|
2014
Q2 | $8.59M | Sell |
85,294
-397
| -0.5% | -$40K | 2.06% | 6 |
|
|
2014
Q1 | $8.37M | Buy |
85,691
+1,041
| +1% | +$102K | 2.08% | 5 |
|
|
2013
Q4 | $8.57M | Sell |
84,650
-3,930
| -4% | -$398K | 2.17% | 6 |
|
|
2013
Q3 | $7.62M | Sell |
88,580
-1,567
| -2% | -$135K | 2.15% | 6 |
|
|
2013
Q2 | $8.15M | Buy |
+90,147
| New | +$8.15M | 2.43% | 5 |
|