JSA
Jacobson & Schmitt Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,626
| Closed | -$300K | – | 49 |
|
|
2018
Q2 | $300K | Buy |
3,626
+30
| +0.8% | +$2.48K | 0.2% | 42 |
|
|
2018
Q1 | $268K | Buy |
3,596
+19
| +0.5% | +$1.42K | 0.18% | 40 |
|
|
2017
Q4 | $299K | Sell |
3,577
-600
| -14% | -$50.2K | 0.2% | 39 |
|
|
2017
Q3 | $342K | Hold |
4,177
| – | – | 0.23% | 36 |
|
|
2017
Q2 | $337K | Sell |
4,177
-137
| -3% | -$11.1K | 0.23% | 35 |
|
|
2017
Q1 | $354K | Buy |
+4,314
| New | +$354K | 0.25% | 35 |
|
|
2016
Q4 | – | Sell |
-3,379
| Closed | -$295K | – | 38 |
|
|
2016
Q3 | $295K | Buy |
+3,379
| New | +$295K | 0.24% | 34 |
|