Founders Capital Management (Connecticut)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,730
| Closed | -$323K | – | 58 |
|
|
2018
Q4 | $323K | Sell |
4,730
-4,501
| -49% | -$307K | 0.14% | 39 |
|
|
2018
Q3 | $799K | Sell |
9,231
-14
| -0.2% | -$1.21K | 0.33% | 34 |
|
|
2018
Q2 | $765K | Buy |
9,245
+250
| +3% | +$20.7K | 0.35% | 31 |
|
|
2018
Q1 | $659K | Buy |
8,995
+566
| +7% | +$41.5K | 0.3% | 35 |
|
|
2017
Q4 | $705K | Buy |
8,429
+4,090
| +94% | +$342K | 0.31% | 36 |
|
|
2017
Q3 | $356K | Sell |
4,339
-14,755
| -77% | -$1.21M | 0.17% | 40 |
|
|
2017
Q2 | $316K | Hold |
19,094
| – | – | 0.16% | 42 |
|
|
2017
Q1 | $1.57M | Buy |
19,094
+11
| +0.1% | +$902 | 0.8% | 28 |
|
|
2016
Q4 | $1.72M | Sell |
19,083
-419
| -2% | -$37.8K | 0.93% | 26 |
|
|
2016
Q3 | $1.7M | Buy |
19,502
+10
| +0.1% | +$873 | 0.95% | 28 |
|
|
2016
Q2 | $1.83M | Buy |
19,492
+59
| +0.3% | +$5.53K | 1.03% | 27 |
|
|
2016
Q1 | $1.62M | Buy |
19,433
+640
| +3% | +$53.5K | 0.94% | 29 |
|
|
2015
Q4 | $1.47M | Buy |
18,793
+1,711
| +10% | +$133K | 0.88% | 30 |
|
|
2015
Q3 | $1.27M | Buy |
17,082
+864
| +5% | +$64.2K | 0.82% | 30 |
|
|
2015
Q2 | $1.35M | Sell |
16,218
-1,597
| -9% | -$133K | 0.81% | 30 |
|
|
2015
Q1 | $1.51M | Buy |
17,815
+3,010
| +20% | +$256K | 0.91% | 29 |
|
|
2014
Q4 | $1.37M | Buy |
14,805
+900
| +6% | +$83.2K | 0.84% | 30 |
|
|
2014
Q3 | $1.31M | Hold |
13,905
| – | – | 0.84% | 31 |
|
|
2014
Q2 | $1.4M | Hold |
13,905
| – | – | 0.93% | 29 |
|
|
2014
Q1 | $1.36M | Buy |
13,905
+400
| +3% | +$39.1K | 1.09% | 28 |
|
|
2013
Q4 | $1.37M | Buy |
+13,505
| New | +$1.37M | 1.15% | 28 |
|