LFM
Lumina Fund Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,000
| Closed | -$496K | – | 49 |
|
|
2018
Q2 | $496K | Hold |
6,000
| – | – | 0.05% | 30 |
|
|
2018
Q1 | $448K | Hold |
6,000
| – | – | 0.04% | 37 |
|
|
2017
Q4 | $502K | Sell |
6,000
-51,000
| -89% | -$4.27M | 0.05% | 37 |
|
|
2017
Q3 | $4.67M | Hold |
57,000
| – | – | 0.48% | 16 |
|
|
2017
Q2 | $4.6M | Hold |
57,000
| – | – | 0.3% | 15 |
|
|
2017
Q1 | $4.68M | Hold |
57,000
| – | – | 0.58% | 16 |
|
|
2016
Q4 | $5.15M | Hold |
57,000
| – | – | 0.54% | 16 |
|
|
2016
Q3 | $4.98M | Buy |
+57,000
| New | +$4.98M | 0.53% | 11 |
|