Gary Goldberg Planning Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.01M | Sell |
10,955
-384
| -3% | -$35.5K | 0.43% | 47 |
|
|
2014
Q3 | $1.07M | Buy |
11,339
+1,615
| +17% | +$152K | 0.44% | 50 |
|
|
2014
Q2 | $979K | Buy |
9,724
+647
| +7% | +$65.1K | 0.43% | 49 |
|
|
2014
Q1 | $887K | Buy |
9,077
+849
| +10% | +$83K | 0.43% | 48 |
|
|
2013
Q4 | $833K | Sell |
8,228
-375
| -4% | -$38K | 0.48% | 45 |
|
|
2013
Q3 | $740K | Buy |
8,603
+6
| +0.1% | +$516 | 0.45% | 46 |
|
|
2013
Q2 | $777K | Buy |
+8,597
| New | +$777K | 0.5% | 41 |
|