Forester 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
Q4 | – | Sell |
-15,570
| Closed | -$1.36M | – | 62 |
|
|
2016
Q3 | $1.36M | Buy |
+15,570
| New | +$1.36M | 1.27% | 29 |
|
|
2016
Q2 | – | Sell |
-22,812
| Closed | -$1.94M | – | 59 |
|
|
2016
Q1 | $1.94M | Sell |
22,812
-2,740
| -11% | -$233K | 1.81% | 27 |
|
|
2015
Q4 | $1.99M | Sell |
25,552
-6,830
| -21% | -$532K | 1.8% | 26 |
|
|
2015
Q3 | $2.41M | Sell |
32,382
-1,700
| -5% | -$126K | 2.22% | 23 |
|
|
2015
Q2 | $2.84M | Buy |
34,082
+2,921
| +9% | +$243K | 2.3% | 23 |
|
|
2015
Q1 | $2.65M | Buy |
31,161
+500
| +2% | +$42.5K | 2.12% | 25 |
|
|
2014
Q4 | $2.84M | Sell |
30,661
-7,800
| -20% | -$721K | 2.14% | 23 |
|
|
2014
Q3 | $3.62M | Sell |
38,461
-7,160
| -16% | -$673K | 2.82% | 18 |
|
|
2014
Q2 | $4.59M | Hold |
45,621
| – | – | 3.6% | 12 |
|
|
2014
Q1 | $4.46M | Sell |
45,621
-5,350
| -10% | -$523K | 3.46% | 16 |
|
|
2013
Q4 | $5.16M | Sell |
50,971
-3,860
| -7% | -$391K | 4.1% | 4 |
|
|
2013
Q3 | $4.72M | Sell |
54,831
-20
| -0% | -$1.72K | 3.75% | 11 |
|
|
2013
Q2 | $4.96M | Buy |
+54,851
| New | +$4.96M | 3.97% | 11 |
|