LA
Lucus Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $224K | Buy |
+3,006
| New | +$224K | 0.39% | 74 |
|
|
2015
Q3 | – | Sell |
-5,973
| Closed | -$497K | – | 378 |
|
|
2015
Q2 | $497K | Buy |
5,973
+120
| +2% | +$9.99K | 0.24% | 168 |
|
|
2015
Q1 | $498K | Buy |
5,853
+798
| +16% | +$67.9K | 0.25% | 162 |
|
|
2014
Q4 | $467K | Buy |
+5,055
| New | +$467K | 0.21% | 168 |
|