Independent Order of Foresters’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,725
| Closed | -$209K | – | 24 |
|
|
2019
Q2 | $209K | Hold |
2,725
| – | – | 0.2% | 14 |
|
|
2019
Q1 | $220K | Sell |
2,725
-540
| -17% | -$43.6K | 0.21% | 12 |
|
|
2018
Q4 | $223K | Sell |
3,265
-20
| -0.6% | -$1.37K | 0.24% | 14 |
|
|
2018
Q3 | $279K | Buy |
3,285
+940
| +40% | +$79.8K | 0.26% | 12 |
|
|
2018
Q2 | $194K | Buy |
2,345
+200
| +9% | +$16.5K | 0.28% | 16 |
|
|
2018
Q1 | $160K | Sell |
2,145
-40
| -2% | -$2.98K | 0.15% | 85 |
|
|
2017
Q4 | $183K | Sell |
2,185
-920
| -30% | -$77.1K | 0.16% | 81 |
|
|
2017
Q3 | $255K | Hold |
3,105
| – | – | 0.21% | 79 |
|
|
2017
Q2 | $251K | Sell |
3,105
-570
| -16% | -$46.1K | 0.21% | 78 |
|
|
2017
Q1 | $301K | Hold |
3,675
| – | – | 0.26% | 74 |
|
|
2016
Q4 | $332K | Hold |
3,675
| – | – | 0.28% | 68 |
|
|
2016
Q3 | $321K | Hold |
3,675
| – | – | 0.26% | 69 |
|
|
2016
Q2 | $344K | Hold |
3,675
| – | – | 0.25% | 67 |
|
|
2016
Q1 | $307K | Hold |
3,675
| – | – | 0.23% | 72 |
|
|
2015
Q4 | $286K | Hold |
3,675
| – | – | 0.22% | 74 |
|
|
2015
Q3 | $273K | Buy |
+3,675
| New | +$273K | 0.23% | 77 |
|