Dunvegan 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 | $119K | Hold |
1,522
| – | – | 0.14% | 65 |
|
|
2015
Q3 | $113K | Hold |
1,522
| – | – | 0.13% | 66 |
|
|
2015
Q2 | $127K | Sell |
1,522
-12
| -0.8% | -$1K | 0.14% | 59 |
|
|
2015
Q1 | $130K | Hold |
1,534
| – | – | 0.12% | 79 |
|
|
2014
Q4 | $142K | Hold |
1,534
| – | – | 0.12% | 72 |
|
|
2014
Q3 | $144K | Hold |
1,534
| – | – | 0.13% | 63 |
|
|
2014
Q2 | $154K | Hold |
1,534
| – | – | 0.13% | 60 |
|
|
2014
Q1 | $150K | Buy |
+1,534
| New | +$150K | 0.13% | 60 |
|