Marcus Capital’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $291K | Sell |
3,425
-100
| -3% | -$8.5K | 0.85% | 36 |
|
|
2018
Q2 | $292K | Sell |
3,525
-150
| -4% | -$12.4K | 0.93% | 36 |
|
|
2018
Q1 | $274K | Sell |
3,675
-125
| -3% | -$9.32K | 1.01% | 31 |
|
|
2017
Q4 | $318K | Sell |
3,800
-5,400
| -59% | -$452K | 1.22% | 33 |
|
|
2017
Q3 | $754K | Sell |
9,200
-5,000
| -35% | -$410K | 1.07% | 38 |
|
|
2017
Q2 | $1.15M | Sell |
14,200
-175
| -1% | -$14.1K | 0.98% | 40 |
|
|
2017
Q1 | $1.18M | Buy |
14,375
+400
| +3% | +$32.8K | 1.1% | 38 |
|
|
2016
Q4 | $1.26M | Sell |
13,975
-125
| -0.9% | -$11.3K | 1.36% | 35 |
|
|
2016
Q3 | $1.23M | Hold |
14,100
| – | – | 1.18% | 39 |
|
|
2016
Q2 | $1.32M | Hold |
14,100
| – | – | 1.39% | 32 |
|
|
2016
Q1 | $1.18M | Hold |
14,100
| – | – | 1.3% | 37 |
|
|
2015
Q4 | $1.1M | Buy |
+14,100
| New | +$1.1M | 1.17% | 35 |
|