Douglas C. Lane & Associates’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $6M | Sell |
76,931
-804
| -1% | -$62.7K | 0.16% | 120 |
|
|
2015
Q3 | $5.78M | Buy |
77,735
+4,961
| +7% | +$369K | 0.16% | 118 |
|
|
2015
Q2 | $6.06M | Sell |
72,774
-273
| -0.4% | -$22.7K | 0.16% | 117 |
|
|
2015
Q1 | $6.21M | Buy |
73,047
+1,057
| +1% | +$89.8K | 0.16% | 115 |
|
|
2014
Q4 | $6.66M | Sell |
71,990
-5,323
| -7% | -$492K | 0.18% | 110 |
|
|
2014
Q3 | $7.27M | Sell |
77,313
-15,132
| -16% | -$1.42M | 0.22% | 108 |
|
|
2014
Q2 | $9.31M | Sell |
92,445
-22,576
| -20% | -$2.27M | 0.28% | 95 |
|
|
2014
Q1 | $11.2M | Sell |
115,021
-25,602
| -18% | -$2.5M | 0.36% | 88 |
|
|
2013
Q4 | $14.2M | Sell |
140,623
-6,808
| -5% | -$689K | 0.47% | 82 |
|
|
2013
Q3 | $12.7M | Sell |
147,431
-4,497
| -3% | -$387K | 0.46% | 81 |
|
|
2013
Q2 | $13.7M | Buy |
+151,928
| New | +$13.7M | 0.54% | 81 |
|