Girard Securities’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,213
| Closed | -$345K | – | 127 |
|
|
2017
Q3 | $345K | Sell |
4,213
-17,021
| -80% | -$1.39M | 0.3% | 72 |
|
|
2017
Q2 | $1.72M | Sell |
21,234
-1,113
| -5% | -$89.9K | 1.29% | 17 |
|
|
2017
Q1 | $1.83M | Buy |
22,347
+3,078
| +16% | +$252K | 1.57% | 10 |
|
|
2016
Q4 | $1.74M | Buy |
19,269
+1,021
| +6% | +$92.1K | 1.51% | 9 |
|
|
2016
Q3 | $1.59M | Sell |
18,248
-2,850
| -14% | -$249K | 1.63% | 9 |
|
|
2016
Q2 | $1.97M | Buy |
21,098
+1,027
| +5% | +$96K | 1.81% | 7 |
|
|
2016
Q1 | $1.68M | Buy |
20,071
+321
| +2% | +$26.8K | 1.65% | 8 |
|
|
2015
Q4 | $1.54M | Buy |
+19,750
| New | +$1.54M | 1.53% | 10 |
|