Gupta Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.48M | Buy |
17,752
+1,037
| +6% | +$86.7K | 0.35% | 69 |
|
|
2015
Q4 | $1.3M | Sell |
16,715
-10,778
| -39% | -$840K | 0.33% | 68 |
|
|
2015
Q3 | $2.04M | Buy |
27,493
+3,368
| +14% | +$250K | 0.5% | 49 |
|
|
2015
Q2 | $2.01M | Buy |
24,125
+2,253
| +10% | +$187K | 0.49% | 53 |
|
|
2015
Q1 | $1.86M | Buy |
+21,872
| New | +$1.86M | 0.55% | 53 |
|