Lubar & Co’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-1,828
| Closed | -$179K | – | 37 |
|
|
2014
Q1 | $179K | Sell |
1,828
-2,815
| -61% | -$276K | 0.15% | 23 |
|
|
2013
Q4 | $470K | Hold |
4,643
| – | – | 0.37% | 24 |
|
|
2013
Q3 | $399K | Buy |
4,643
+1,828
| +65% | +$157K | 0.37% | 27 |
|
|
2013
Q2 | $254K | Buy |
+2,815
| New | +$254K | 0.27% | 20 |
|