MFP
Mosaic Financial Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $308K | Sell |
3,717
-261
| -7% | -$21.6K | 0.2% | 42 |
|
|
2018
Q1 | $296K | Buy |
+3,978
| New | +$296K | 0.18% | 45 |
|
|
2017
Q1 | – | Sell |
-2,237
| Closed | -$202K | – | 45 |
|
|
2016
Q4 | $202K | Buy |
+2,237
| New | +$202K | 0.13% | 43 |
|
|
2016
Q3 | – | Sell |
-2,237
| Closed | -$210K | – | 44 |
|
|
2016
Q2 | $210K | Sell |
2,237
-1,466
| -40% | -$138K | 0.13% | 44 |
|
|
2016
Q1 | $310K | Sell |
3,703
-150
| -4% | -$12.6K | 0.2% | 39 |
|
|
2015
Q4 | $300K | Sell |
3,853
-152
| -4% | -$11.8K | 0.19% | 39 |
|
|
2015
Q3 | $298K | Sell |
4,005
-134
| -3% | -$9.97K | 0.19% | 38 |
|
|
2015
Q2 | $344K | Buy |
4,139
+210
| +5% | +$17.5K | 0.24% | 41 |
|
|
2015
Q1 | $334K | Hold |
3,929
| – | – | 0.23% | 41 |
|
|
2014
Q4 | $363K | Sell |
3,929
-200
| -5% | -$18.5K | 0.25% | 39 |
|
|
2014
Q3 | $388K | Buy |
4,129
+617
| +18% | +$58K | 0.27% | 38 |
|
|
2014
Q2 | $354K | Buy |
3,512
+25
| +0.7% | +$2.52K | 0.24% | 39 |
|
|
2014
Q1 | $341K | Hold |
3,487
| – | – | 0.24% | 38 |
|
|
2013
Q4 | $352K | Sell |
3,487
-300
| -8% | -$30.3K | 0.26% | 39 |
|
|
2013
Q3 | $325K | Buy |
+3,787
| New | +$325K | 0.25% | 38 |
|