Gerstein Fisher’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $3.16M | Buy |
36,193
+1,767
| +5% | +$154K | 0.39% | 45 |
|
|
2016
Q2 | $3.23M | Buy |
34,426
+6,079
| +21% | +$570K | 0.42% | 44 |
|
|
2016
Q1 | $2.37M | Buy |
28,347
+5,361
| +23% | +$448K | 0.32% | 60 |
|
|
2015
Q4 | $1.79M | Buy |
22,986
+937
| +4% | +$73K | 0.25% | 85 |
|
|
2015
Q3 | $1.64M | Sell |
22,049
-4,998
| -18% | -$372K | 0.25% | 87 |
|
|
2015
Q2 | $2.25M | Buy |
27,047
+2,915
| +12% | +$242K | 0.36% | 47 |
|
|
2015
Q1 | $2.05M | Sell |
24,132
-1,438
| -6% | -$122K | 0.34% | 60 |
|
|
2014
Q4 | $2.36M | Sell |
25,570
-6,581
| -20% | -$608K | 0.38% | 50 |
|
|
2014
Q3 | $3.02M | Sell |
32,151
-3,278
| -9% | -$308K | 0.53% | 30 |
|
|
2014
Q2 | $3.57M | Buy |
35,429
+85
| +0.2% | +$8.56K | 0.68% | 17 |
|
|
2014
Q1 | $3.45M | Sell |
35,344
-37,510
| -51% | -$3.66M | 0.69% | 17 |
|
|
2013
Q4 | $12M | Buy |
72,854
+36,468
| +100% | +$5.99M | 0.45% | 65 |
|
|
2013
Q3 | $3.13M | Sell |
36,386
-3,801
| -9% | -$327K | 0.68% | 18 |
|
|
2013
Q2 | $3.63M | Buy |
+40,187
| New | +$3.63M | 0.87% | 12 |
|