First Western Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-21,700
| Closed | -$1.81M | – | 104 |
|
|
2016
Q1 | $1.81M | Sell |
21,700
-11,197
| -34% | -$936K | 0.64% | 67 |
|
|
2015
Q4 | $2.56M | Sell |
32,897
-624
| -2% | -$48.6K | 0.8% | 58 |
|
|
2015
Q3 | $2.49M | Buy |
+33,521
| New | +$2.49M | 0.83% | 56 |
|
|
2015
Q2 | – | Sell |
-8,723
| Closed | -$741K | – | 128 |
|
|
2015
Q1 | $741K | Sell |
8,723
-906
| -9% | -$77K | 0.22% | 97 |
|
|
2014
Q4 | $890K | Buy |
9,629
+301
| +3% | +$27.8K | 0.26% | 101 |
|
|
2014
Q3 | $877K | Buy |
+9,328
| New | +$877K | 0.26% | 109 |
|