EMA
Efficient Market Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,002
| Closed | -$156K | – | 154 |
|
|
2015
Q4 | $156K | Buy |
2,002
+102
| +5% | +$7.95K | 0.03% | 57 |
|
|
2015
Q3 | $141K | Buy |
1,900
+300
| +19% | +$22.3K | 0.03% | 47 |
|
|
2015
Q2 | $133K | Hold |
1,600
| – | – | 0.03% | 49 |
|
|
2015
Q1 | $136K | Buy |
1,600
+200
| +14% | +$17K | 0.03% | 50 |
|
|
2014
Q4 | $129K | Sell |
1,400
-600
| -30% | -$55.3K | 0.03% | 52 |
|
|
2014
Q3 | $188K | Hold |
2,000
| – | – | 0.05% | 39 |
|
|
2014
Q2 | $201K | Sell |
2,000
-76
| -4% | -$7.64K | 0.05% | 40 |
|
|
2014
Q1 | $203K | Sell |
2,076
-17
| -0.8% | -$1.66K | 0.05% | 39 |
|
|
2013
Q4 | $212K | Buy |
2,093
+817
| +64% | +$82.8K | 0.06% | 38 |
|
|
2013
Q3 | $110K | Hold |
1,276
| – | – | 0.04% | 46 |
|
|
2013
Q2 | $115K | Buy |
+1,276
| New | +$115K | 0.04% | 42 |
|