MA
Marshwinds Advisory’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $3.23M | Sell |
47,395
-1,891
| -4% | -$129K | 1.73% | 19 |
|
|
2018
Q3 | $4.19M | Sell |
49,286
-1,972
| -4% | -$168K | 1.91% | 14 |
|
|
2018
Q2 | $4.24M | Sell |
51,258
-28
| -0.1% | -$2.32K | 2.01% | 12 |
|
|
2018
Q1 | $3.83M | Sell |
51,286
-412
| -0.8% | -$30.7K | 1.82% | 16 |
|
|
2017
Q4 | $4.32M | Sell |
51,698
-775
| -1% | -$64.8K | 2% | 12 |
|
|
2017
Q3 | $4.3M | Sell |
52,473
-226
| -0.4% | -$18.5K | 2% | 11 |
|
|
2017
Q2 | $4.25M | Buy |
52,699
+1,032
| +2% | +$83.3K | 2.01% | 11 |
|
|
2017
Q1 | $4.24M | Buy |
51,667
+3,384
| +7% | +$278K | 1.97% | 13 |
|
|
2016
Q4 | $4.36M | Sell |
48,283
-149
| -0.3% | -$13.4K | 2.08% | 9 |
|
|
2016
Q3 | $4.23M | Sell |
48,432
-148
| -0.3% | -$12.9K | 2.06% | 11 |
|
|
2016
Q2 | $4.55M | Buy |
48,580
+3,887
| +9% | +$364K | 2.22% | 6 |
|
|
2016
Q1 | $3.74M | Sell |
44,693
-442
| -1% | -$36.9K | 1.92% | 12 |
|
|
2015
Q4 | $3.52M | Buy |
45,135
+156
| +0.3% | +$12.2K | 1.84% | 14 |
|
|
2015
Q3 | $3.34M | Buy |
44,979
+5,727
| +15% | +$426K | 1.79% | 13 |
|
|
2015
Q2 | $3.27M | Sell |
39,252
-252
| -0.6% | -$21K | 1.64% | 21 |
|
|
2015
Q1 | $3.36M | Buy |
39,504
+3,296
| +9% | +$280K | 1.59% | 18 |
|
|
2014
Q4 | $3.35M | Buy |
36,208
+1,071
| +3% | +$99K | 1.58% | 16 |
|
|
2014
Q3 | $3.31M | Buy |
35,137
+121
| +0.3% | +$11.4K | 1.64% | 16 |
|
|
2014
Q2 | $3.53M | Buy |
35,016
+498
| +1% | +$50.1K | 1.7% | 16 |
|
|
2014
Q1 | $3.37M | Buy |
34,518
+328
| +1% | +$32K | 1.7% | 15 |
|
|
2013
Q4 | $3.46M | Buy |
34,190
+550
| +2% | +$55.7K | 1.83% | 15 |
|
|
2013
Q3 | $2.89M | Buy |
33,640
+51
| +0.2% | +$4.39K | 1.66% | 14 |
|
|
2013
Q2 | $3.04M | Buy |
+33,589
| New | +$3.04M | 1.8% | 13 |
|