FAM
Foothills Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,048
| Closed | -$1.7M | – | 67 |
|
|
2018
Q3 | $1.7M | Sell |
20,048
-770
| -4% | -$65.4K | 1.31% | 38 |
|
|
2018
Q2 | $1.72M | Hold |
20,818
| – | – | 1.32% | 37 |
|
|
2018
Q1 | $1.55M | Sell |
20,818
-750
| -3% | -$55.9K | 1.21% | 40 |
|
|
2017
Q4 | $1.8M | Sell |
21,568
-1,205
| -5% | -$101K | 1.37% | 36 |
|
|
2017
Q3 | $1.87M | Sell |
22,773
-140
| -0.6% | -$11.5K | 1.4% | 38 |
|
|
2017
Q2 | $1.85M | Sell |
22,913
-55
| -0.2% | -$4.44K | 1.44% | 37 |
|
|
2017
Q1 | $1.88M | Sell |
22,968
-1,340
| -6% | -$110K | 1.48% | 37 |
|
|
2016
Q4 | $2.19M | Sell |
24,308
-755
| -3% | -$68.1K | 1.68% | 28 |
|
|
2016
Q3 | $2.19M | Buy |
25,063
+60
| +0.2% | +$5.24K | 1.65% | 37 |
|
|
2016
Q2 | $2.34M | Buy |
+25,003
| New | +$2.34M | 1.85% | 25 |
|