Friedberg Investment Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,864
| Closed | -$393K | – | 80 |
|
|
2017
Q2 | $393K | Sell |
4,864
-900
| -16% | -$72.7K | 0.17% | 78 |
|
|
2017
Q1 | $472K | Hold |
5,764
| – | – | 0.2% | 83 |
|
|
2016
Q4 | $520K | Hold |
5,764
| – | – | 0.24% | 82 |
|
|
2016
Q3 | $503K | Hold |
5,764
| – | – | 0.22% | 87 |
|
|
2016
Q2 | $540K | Hold |
5,764
| – | – | 0.26% | 74 |
|
|
2016
Q1 | $481K | Hold |
5,764
| – | – | 0.24% | 75 |
|
|
2015
Q4 | $449K | Hold |
5,764
| – | – | 0.22% | 82 |
|
|
2015
Q3 | $428K | Buy |
5,764
+3,308
| +135% | +$246K | 0.2% | 77 |
|
|
2015
Q2 | $204K | Hold |
2,456
| – | – | 0.08% | 102 |
|
|
2015
Q1 | $208K | Hold |
2,456
| – | – | 0.08% | 100 |
|
|
2014
Q4 | $227K | Sell |
2,456
-140
| -5% | -$12.9K | 0.09% | 99 |
|
|
2014
Q3 | $244K | Hold |
2,596
| – | – | 0.09% | 101 |
|
|
2014
Q2 | $261K | Buy |
+2,596
| New | +$261K | 0.1% | 97 |
|