Neumann Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,342
| Closed | -$211K | – | 71 |
|
|
2016
Q4 | $211K | Hold |
2,342
| – | – | 0.14% | 70 |
|
|
2016
Q3 | $204K | Sell |
2,342
-200
| -8% | -$17.4K | 0.14% | 72 |
|
|
2016
Q2 | $238K | Hold |
2,542
| – | – | 0.16% | 71 |
|
|
2016
Q1 | $213K | Buy |
+2,542
| New | +$213K | 0.14% | 75 |
|
|
2015
Q3 | – | Sell |
-2,432
| Closed | -$202K | – | 79 |
|
|
2015
Q2 | $202K | Sell |
2,432
-1,679
| -41% | -$139K | 0.13% | 79 |
|
|
2015
Q1 | $349K | Hold |
4,111
| – | – | 0.22% | 67 |
|
|
2014
Q4 | $380K | Buy |
+4,111
| New | +$380K | 0.25% | 66 |
|