FMA Advisory’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,619
| Closed | -$296K | – | 154 |
|
|
2017
Q3 | $296K | Sell |
3,619
-656
| -15% | -$53.7K | 0.17% | 117 |
|
|
2017
Q2 | $345 | Sell |
4,275
-583
| -12% | -$47 | 0.18% | 92 |
|
|
2017
Q1 | $398K | Buy |
+4,858
| New | +$398K | 0.2% | 108 |
|
|
2015
Q2 | $541K | Buy |
+6,504
| New | +$541K | 0.34% | 73 |
|
|
2014
Q4 | $1.75M | Sell |
18,966
-2,149
| -10% | -$199K | 0.61% | 64 |
|
|
2014
Q3 | $1.99M | Sell |
21,115
-519
| -2% | -$48.8K | 0.73% | 46 |
|
|
2014
Q2 | $2.18M | Sell |
21,634
-391
| -2% | -$39.4K | 0.8% | 47 |
|
|
2014
Q1 | $2.15M | Buy |
22,025
+564
| +3% | +$55.1K | 0.84% | 45 |
|
|
2013
Q4 | $2.17M | Sell |
21,461
-100
| -0.5% | -$10.1K | 0.89% | 40 |
|
|
2013
Q3 | $1.86M | Sell |
21,561
-162
| -0.7% | -$13.9K | 0.74% | 45 |
|
|
2013
Q2 | $1.96M | Buy |
+21,723
| New | +$1.96M | 0.83% | 42 |
|