GIM
Guild Investment Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-27,530
| Closed | -$2.11M | – | 54 |
|
|
2019
Q2 | $2.11M | Sell |
27,530
-570
| -2% | -$43.7K | 3.12% | 10 |
|
|
2019
Q1 | $2.27M | Buy |
+28,100
| New | +$2.27M | 2.96% | 10 |
|
|
2016
Q4 | – | Sell |
-60,660
| Closed | -$5.29M | – | 43 |
|
|
2016
Q3 | $5.29M | Buy |
+60,660
| New | +$5.29M | 5.29% | 7 |
|
|
2015
Q4 | – | Sell |
-10,800
| Closed | -$803K | – | 22 |
|
|
2015
Q3 | $803K | Buy |
+10,800
| New | +$803K | 1.8% | 9 |
|
|
2014
Q1 | – | Sell |
-7,000
| Closed | -$708K | – | 47 |
|
|
2013
Q4 | $708K | Buy |
+7,000
| New | +$708K | 0.49% | 38 |
|