MWP
MYCIO Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-44,710
| Closed | -$3.12M | – | 429 |
|
|
2019
Q4 | $3.12M | Buy |
44,710
+748
| +2% | +$52.2K | 0.2% | 56 |
|
|
2019
Q3 | $3.1M | Buy |
43,962
+818
| +2% | +$57.8K | 0.23% | 48 |
|
|
2019
Q2 | $3.31M | Sell |
43,144
-749
| -2% | -$57.4K | 0.26% | 44 |
|
|
2019
Q1 | $3.55M | Sell |
43,893
-736
| -2% | -$59.5K | 0.29% | 43 |
|
|
2018
Q4 | $3.04M | Buy |
44,629
+2,097
| +5% | +$143K | 0.28% | 47 |
|
|
2018
Q3 | $3.62M | Sell |
42,532
-4,907
| -10% | -$417K | 0.35% | 31 |
|
|
2018
Q2 | $3.93M | Buy |
47,439
+1,678
| +4% | +$139K | 0.41% | 33 |
|
|
2018
Q1 | $3.41M | Sell |
45,761
-183
| -0.4% | -$13.7K | 0.39% | 30 |
|
|
2017
Q4 | $3.84M | Buy |
45,944
+595
| +1% | +$49.8K | 0.41% | 31 |
|
|
2017
Q3 | $3.72M | Sell |
45,349
-877
| -2% | -$71.9K | 0.42% | 28 |
|
|
2017
Q2 | $3.73M | Sell |
46,226
-3,392
| -7% | -$274K | 0.44% | 27 |
|
|
2017
Q1 | $4.07M | Buy |
49,618
+381
| +0.8% | +$31.2K | 0.5% | 26 |
|
|
2016
Q4 | $4.44M | Buy |
49,237
+9,605
| +24% | +$867K | 0.6% | 22 |
|
|
2016
Q3 | $3.46M | Buy |
39,632
+295
| +0.7% | +$25.7K | 0.57% | 21 |
|
|
2016
Q2 | $3.69M | Buy |
39,337
+680
| +2% | +$63.7K | 0.63% | 19 |
|
|
2016
Q1 | $3.23M | Buy |
38,657
+3,055
| +9% | +$255K | 0.57% | 22 |
|
|
2015
Q4 | $2.78M | Sell |
35,602
-390
| -1% | -$30.4K | 0.5% | 27 |
|
|
2015
Q3 | $2.68M | Buy |
35,992
+867
| +2% | +$64.5K | 0.55% | 23 |
|
|
2015
Q2 | $2.92M | Sell |
35,125
-94
| -0.3% | -$7.82K | 0.57% | 21 |
|
|
2015
Q1 | $2.99M | Buy |
35,219
+452
| +1% | +$38.4K | 0.61% | 21 |
|
|
2014
Q4 | $3.21M | Buy |
34,767
+223
| +0.6% | +$20.6K | 0.68% | 18 |
|
|
2014
Q3 | $3.25M | Buy |
34,544
+1,451
| +4% | +$136K | 0.76% | 17 |
|
|
2014
Q2 | $3.33M | Buy |
33,093
+76
| +0.2% | +$7.65K | 0.76% | 18 |
|
|
2014
Q1 | $3.23M | Buy |
33,017
+1,204
| +4% | +$118K | 0.79% | 17 |
|
|
2013
Q4 | $3.22M | Buy |
31,813
+121
| +0.4% | +$12.2K | 0.8% | 17 |
|
|
2013
Q3 | $2.73M | Buy |
31,692
+1,873
| +6% | +$161K | 0.74% | 15 |
|
|
2013
Q2 | $2.69M | Buy |
+29,819
| New | +$2.69M | 0.75% | 18 |
|