Miles Capital’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,851
| Closed | -$808K | – | 184 |
|
|
2018
Q4 | $808K | Sell |
11,851
-1,981
| -14% | -$135K | 0.8% | 34 |
|
|
2018
Q3 | $1.18M | Sell |
13,832
-1,203
| -8% | -$102K | 0.95% | 24 |
|
|
2018
Q2 | $1.24M | Sell |
15,035
-3,757
| -20% | -$311K | 0.77% | 19 |
|
|
2018
Q1 | $1.4M | Buy |
18,792
+4,095
| +28% | +$306K | 0.77% | 20 |
|
|
2017
Q4 | $1.23M | Sell |
14,697
-2,118
| -13% | -$177K | 0.71% | 30 |
|
|
2017
Q3 | $1.38M | Sell |
16,815
-2,849
| -14% | -$233K | 0.78% | 16 |
|
|
2017
Q2 | $1.59M | Sell |
19,664
-4,467
| -19% | -$361K | 0.85% | 11 |
|
|
2017
Q1 | $1.98M | Sell |
24,131
-2,842
| -11% | -$233K | 1.1% | 7 |
|
|
2016
Q4 | $2.44M | Sell |
26,973
-171
| -0.6% | -$15.4K | 1.49% | 5 |
|
|
2016
Q3 | $2.37M | Buy |
27,144
+1,721
| +7% | +$150K | 1.6% | 6 |
|
|
2016
Q2 | $2.38M | Buy |
25,423
+574
| +2% | +$53.8K | 1.62% | 6 |
|
|
2016
Q1 | $2.08M | Sell |
24,849
-197
| -0.8% | -$16.5K | 1.4% | 7 |
|
|
2015
Q4 | $1.95M | Sell |
25,046
-379
| -1% | -$29.5K | 1.33% | 8 |
|
|
2015
Q3 | $1.89M | Sell |
25,425
-1,271
| -5% | -$94.5K | 1.36% | 8 |
|
|
2015
Q2 | $2.22M | Sell |
26,696
-332
| -1% | -$27.6K | 1.46% | 7 |
|
|
2015
Q1 | $2.3M | Sell |
27,028
-1,325
| -5% | -$113K | 1.37% | 8 |
|
|
2014
Q4 | $2.62M | Buy |
28,353
+16,405
| +137% | +$1.52M | 1.41% | 10 |
|
|
2014
Q3 | $1.12M | Sell |
11,948
-72
| -0.6% | -$6.77K | 0.6% | 50 |
|
|
2014
Q2 | $1.21M | Sell |
12,020
-4,829
| -29% | -$486K | 0.61% | 49 |
|
|
2014
Q1 | $1.65M | Buy |
16,849
+676
| +4% | +$66K | 0.85% | 36 |
|
|
2013
Q4 | $1.64M | Buy |
+16,173
| New | +$1.64M | 0.8% | 37 |
|