Detwiler Fenton Investment Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,728
| Closed | -$530K | – | 92 |
|
|
2014
Q4 | $530K | Buy |
+5,728
| New | +$530K | 0.6% | 30 |
|
|
2014
Q3 | – | Sell |
-3,250
| Closed | -$327K | – | 103 |
|
|
2014
Q2 | $327K | Sell |
3,250
-750
| -19% | -$75.5K | 0.26% | 79 |
|
|
2014
Q1 | $391K | Hold |
4,000
| – | – | 0.34% | 55 |
|
|
2013
Q4 | $405K | Sell |
4,000
-100
| -2% | -$10.1K | 0.36% | 65 |
|
|
2013
Q3 | $353K | Hold |
4,100
| – | – | 0.31% | 76 |
|
|
2013
Q2 | $370K | Buy |
+4,100
| New | +$370K | 0.38% | 66 |
|