Huntington Steele’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $332K | Hold |
4,452
| – | – | 0.09% | 61 |
|
|
2017
Q4 | $372K | Hold |
4,452
| – | – | 0.1% | 60 |
|
|
2017
Q3 | $365K | Sell |
4,452
-264
| -6% | -$21.6K | 0.11% | 61 |
|
|
2017
Q2 | $381K | Hold |
4,716
| – | – | 0.11% | 57 |
|
|
2017
Q1 | $387K | Sell |
4,716
-410
| -8% | -$33.6K | 0.12% | 54 |
|
|
2016
Q4 | $463K | Buy |
5,126
+1,587
| +45% | +$143K | 0.15% | 44 |
|
|
2016
Q3 | $309K | Hold |
3,539
| – | – | 0.1% | 55 |
|
|
2016
Q2 | $332K | Sell |
3,539
-513
| -13% | -$48.1K | 0.12% | 49 |
|
|
2016
Q1 | $339K | Buy |
4,052
+150
| +4% | +$12.5K | 0.14% | 46 |
|
|
2015
Q4 | $304K | Sell |
3,902
-1,084
| -22% | -$84.5K | 0.12% | 47 |
|
|
2015
Q3 | $371K | Sell |
4,986
-115
| -2% | -$8.56K | 0.16% | 38 |
|
|
2015
Q2 | $424K | Sell |
5,101
-122
| -2% | -$10.1K | 0.18% | 34 |
|
|
2015
Q1 | $444K | Sell |
5,223
-2,280
| -30% | -$194K | 0.19% | 33 |
|
|
2014
Q4 | $694K | Sell |
7,503
-648
| -8% | -$59.9K | 0.29% | 35 |
|
|
2014
Q3 | $767K | Sell |
8,151
-310
| -4% | -$29.2K | 0.32% | 35 |
|
|
2014
Q2 | $852K | Buy |
8,461
+200
| +2% | +$20.1K | 0.36% | 34 |
|
|
2014
Q1 | $807K | Hold |
8,261
| – | – | 0.37% | 32 |
|
|
2013
Q4 | $836K | Sell |
8,261
-250
| -3% | -$25.3K | 0.38% | 31 |
|
|
2013
Q3 | $732K | Hold |
8,511
| – | – | 0.37% | 32 |
|
|
2013
Q2 | $769K | Buy |
+8,511
| New | +$769K | 0.42% | 29 |
|