Lakeshore Capital’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,300
| Closed | -$213K | – | 34 |
|
|
2014
Q4 | $213K | Hold |
2,300
| – | – | 0.27% | 32 |
|
|
2014
Q3 | $216K | Sell |
2,300
-210
| -8% | -$19.7K | 0.22% | 31 |
|
|
2014
Q2 | $253K | Hold |
2,510
| – | – | 0.24% | 29 |
|
|
2014
Q1 | $245K | Sell |
2,510
-200
| -7% | -$19.5K | 0.25% | 27 |
|
|
2013
Q4 | $275K | Hold |
2,710
| – | – | 0.27% | 26 |
|
|
2013
Q3 | $233K | Hold |
2,710
| – | – | 0.21% | 28 |
|
|
2013
Q2 | $244K | Buy |
+2,710
| New | +$244K | 0.23% | 28 |
|