Integrated Wealth Counsel’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $683K | Buy |
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|
2016
Q3 | $486K | Buy |
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|
2016
Q2 | $462K | Hold |
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|
2016
Q1 | $412K | Buy |
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|
2015
Q4 | $218K | Hold |
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|
2015
Q3 | $208K | Hold |
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|
2015
Q2 | $233K | Sell |
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|
2015
Q1 | $259K | Hold |
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|
2014
Q4 | $282K | Hold |
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|
2014
Q3 | $286K | Sell |
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|
2014
Q2 | $640K | Sell |
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|
2014
Q1 | $691K | Sell |
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|
2013
Q4 | $776K | Sell |
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|
2013
Q3 | $714K | Sell |
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|
2013
Q2 | $832K | Buy |
|