FAM
Fiduciary Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $839K | Hold |
9,870
| – | – | 0.14% | 62 |
|
|
2014
Q4 | $912K | Hold |
9,870
| – | – | 0.16% | 59 |
|
|
2014
Q3 | $928K | Hold |
9,870
| – | – | 0.17% | 63 |
|
|
2014
Q2 | $994K | Hold |
9,870
| – | – | 0.19% | 62 |
|
|
2014
Q1 | $964K | Hold |
9,870
| – | – | 0.21% | 61 |
|
|
2013
Q4 | $999K | Sell |
9,870
-13,167
| -57% | -$1.33M | 0.23% | 54 |
|
|
2013
Q3 | $1.98M | Hold |
23,037
| – | – | 0.46% | 42 |
|
|
2013
Q2 | $2.08M | Buy |
+23,037
| New | +$2.08M | 0.46% | 42 |
|