IWM
Integrated Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $6.32M | Buy |
77,002
+2,421
| +3% | +$199K | 2.12% | 6 |
|
|
2016
Q4 | $6.73M | Sell |
74,581
-1,332
| -2% | -$120K | 2.51% | 4 |
|
|
2016
Q3 | $6.63M | Buy |
75,913
+884
| +1% | +$77.2K | 2.37% | 5 |
|
|
2016
Q2 | $7.03M | Sell |
75,029
-1,212
| -2% | -$114K | 2.72% | 2 |
|
|
2016
Q1 | $6.37M | Buy |
76,241
+8
| +0% | +$669 | 2.69% | 4 |
|
|
2015
Q4 | $5.94M | Buy |
76,233
+1,511
| +2% | +$118K | 2.56% | 4 |
|
|
2015
Q3 | $5.56M | Sell |
74,722
-97,507
| -57% | -$7.25M | 2.43% | 5 |
|
|
2015
Q2 | $14.3M | Buy |
172,229
+13,265
| +8% | +$1.1M | 5.56% | 2 |
|
|
2015
Q1 | $13.5M | Buy |
+158,964
| New | +$13.5M | 5.64% | 1 |
|