JLB & Associates’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,902
| Closed | -$615K | – | 77 |
|
|
2015
Q4 | $615K | Sell |
7,902
-6,038
| -43% | -$470K | 0.19% | 63 |
|
|
2015
Q3 | $1.04M | Sell |
13,940
-891
| -6% | -$66.2K | 0.33% | 58 |
|
|
2015
Q2 | $1.23M | Sell |
14,831
-11,193
| -43% | -$931K | 0.38% | 55 |
|
|
2015
Q1 | $2.21M | Sell |
26,024
-307
| -1% | -$26.1K | 0.69% | 46 |
|
|
2014
Q4 | $2.43M | Sell |
26,331
-340
| -1% | -$31.4K | 0.81% | 43 |
|
|
2014
Q3 | $2.51M | Sell |
26,671
-802
| -3% | -$75.4K | 0.9% | 43 |
|
|
2014
Q2 | $2.77M | Sell |
27,473
-715
| -3% | -$72K | 1% | 42 |
|
|
2014
Q1 | $2.75M | Sell |
28,188
-124
| -0.4% | -$12.1K | 1.03% | 39 |
|
|
2013
Q4 | $2.87M | Sell |
28,312
-1,491
| -5% | -$151K | 1.09% | 39 |
|
|
2013
Q3 | $2.56M | Sell |
29,803
-175
| -0.6% | -$15.1K | 1.08% | 41 |
|
|
2013
Q2 | $2.71M | Buy |
+29,978
| New | +$2.71M | 1.24% | 37 |
|