Jacobus Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $307K | Hold |
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|
2017
Q2 | $302K | Sell |
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|
2017
Q1 | $318K | Sell |
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|
2016
Q4 | $416K | Sell |
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|
2016
Q3 | $752K | Sell |
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|
2016
Q2 | $856K | Sell |
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|
2016
Q1 | $1.18M | Buy |
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|
2015
Q4 | $1M | Sell |
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|
2015
Q3 | $1.07M | Buy |
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|
2015
Q2 | $1.16M | Sell |
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|
2015
Q1 | $1.26M | Sell |
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|
2014
Q4 | $1.37M | Buy |
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|
2014
Q3 | $1.35M | Sell |
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|
2014
Q2 | $1.49M | Sell |
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|
2014
Q1 | $1.56M | Sell |
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|
2013
Q4 | $1.62M | Buy |
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|
2013
Q3 | $1.1M | Sell |
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|
2013
Q2 | $1.25M | Buy |
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