JWM
Jacobus Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $307K | Hold |
3,745
| – | – | 0.08% | 128 |
|
|
2017
Q2 | $302K | Sell |
3,745
-130
| -3% | -$10.5K | 0.08% | 130 |
|
|
2017
Q1 | $318K | Sell |
3,875
-737
| -16% | -$60.5K | 0.09% | 128 |
|
|
2016
Q4 | $416K | Sell |
4,612
-4,000
| -46% | -$361K | 0.12% | 117 |
|
|
2016
Q3 | $752K | Sell |
8,612
-515
| -6% | -$45K | 0.22% | 77 |
|
|
2016
Q2 | $856K | Sell |
9,127
-5,015
| -35% | -$470K | 0.26% | 72 |
|
|
2016
Q1 | $1.18M | Buy |
14,142
+1,253
| +10% | +$105K | 0.35% | 65 |
|
|
2015
Q4 | $1.01M | Sell |
12,889
-1,532
| -11% | -$119K | 0.29% | 71 |
|
|
2015
Q3 | $1.07M | Buy |
14,421
+510
| +4% | +$37.9K | 0.31% | 67 |
|
|
2015
Q2 | $1.16M | Sell |
13,911
-871
| -6% | -$72.4K | 0.29% | 71 |
|
|
2015
Q1 | $1.26M | Sell |
14,782
-40
| -0.3% | -$3.4K | 0.32% | 64 |
|
|
2014
Q4 | $1.37M | Buy |
14,822
+460
| +3% | +$42.5K | 0.36% | 60 |
|
|
2014
Q3 | $1.35M | Sell |
14,362
-440
| -3% | -$41.4K | 0.37% | 58 |
|
|
2014
Q2 | $1.49M | Sell |
14,802
-1,135
| -7% | -$114K | 0.38% | 56 |
|
|
2014
Q1 | $1.56M | Sell |
15,937
-109
| -0.7% | -$10.6K | 0.38% | 54 |
|
|
2013
Q4 | $1.62M | Buy |
16,046
+3,305
| +26% | +$334K | 0.47% | 45 |
|
|
2013
Q3 | $1.1M | Sell |
12,741
-1,145
| -8% | -$98.5K | 0.38% | 54 |
|
|
2013
Q2 | $1.26M | Buy |
+13,886
| New | +$1.26M | 0.46% | 45 |
|