Independence Trust’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $268K | Hold |
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|
2017
Q3 | $263K | Sell |
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|
2017
Q2 | $311K | Sell |
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|
2017
Q1 | $325K | Sell |
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|
2016
Q4 | $372K | Sell |
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|
2016
Q3 | $441K | Sell |
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|
2016
Q2 | $2.53M | Buy |
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|
2016
Q1 | $2.08M | Sell |
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|
2015
Q4 | $2.01M | Buy |
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|
2015
Q3 | $1.88M | Sell |
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|
2015
Q2 | $2.11M | Sell |
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|
2015
Q1 | $2.23M | Hold |
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|
2014
Q4 | $2.42M | Buy |
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|
2014
Q3 | $2.45M | Sell |
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|
2014
Q2 | $2.66M | Hold |
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|
2014
Q1 | $2.58M | Buy |
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|
2013
Q4 | $2.64M | Sell |
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|
2013
Q3 | $2.28M | Sell |
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|
2013
Q2 | $2.4M | Buy |
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