Investors Trust’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,156
| Closed | -$116K | – | 86 |
|
|
2014
Q2 | $116K | Sell |
1,156
-2,393
| -67% | -$240K | 0.09% | 83 |
|
|
2014
Q1 | $347K | Hold |
3,549
| – | – | 0.29% | 63 |
|
|
2013
Q4 | $321K | Sell |
3,549
-66,930
| -95% | -$6.05M | 0.25% | 76 |
|
|
2013
Q3 | $6.06M | Sell |
70,479
-21,108
| -23% | -$1.82M | 1.05% | 30 |
|
|
2013
Q2 | $8.28M | Buy |
+91,587
| New | +$8.28M | 1.4% | 28 |
|