NewFocus Financial Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20,079
| Closed | -$1.66M | – | 76 |
|
|
2018
Q2 | $1.66M | Buy |
20,079
+155
| +0.8% | +$12.8K | 1% | 32 |
|
|
2018
Q1 | $1.49M | Sell |
19,924
-541
| -3% | -$40.4K | 0.93% | 34 |
|
|
2017
Q4 | $1.71M | Buy |
20,465
+513
| +3% | +$42.9K | 1.04% | 34 |
|
|
2017
Q3 | $1.64M | Buy |
19,952
+654
| +3% | +$53.6K | 1.06% | 34 |
|
|
2017
Q2 | $1.56M | Buy |
19,298
+336
| +2% | +$27.1K | 0.88% | 36 |
|
|
2017
Q1 | $1.56M | Sell |
18,962
-6,041
| -24% | -$495K | 0.96% | 32 |
|
|
2016
Q4 | $2.26M | Buy |
25,003
+1,438
| +6% | +$130K | 1.52% | 26 |
|
|
2016
Q3 | $2.06M | Buy |
23,565
+179
| +0.8% | +$15.6K | 1.49% | 25 |
|
|
2016
Q2 | $2.19M | Buy |
23,386
+360
| +2% | +$33.7K | 1.62% | 26 |
|
|
2016
Q1 | $1.93M | Buy |
23,026
+1,530
| +7% | +$128K | 1.41% | 26 |
|
|
2015
Q4 | $1.66M | Sell |
21,496
-5,065
| -19% | -$391K | 1.15% | 34 |
|
|
2015
Q3 | $1.98M | Sell |
26,561
-617
| -2% | -$45.9K | 1.52% | 28 |
|
|
2015
Q2 | $2.26M | Sell |
27,178
-1,183
| -4% | -$98.4K | 1.46% | 31 |
|
|
2015
Q1 | $2.41M | Sell |
28,361
-752
| -3% | -$63.9K | 1.5% | 29 |
|
|
2014
Q4 | $2.69M | Sell |
29,113
-38
| -0.1% | -$3.51K | 1.86% | 24 |
|
|
2014
Q3 | $2.73M | Sell |
29,151
-2,263
| -7% | -$212K | 2.2% | 24 |
|
|
2014
Q2 | $3.16M | Sell |
31,414
-134
| -0.4% | -$13.5K | 2.5% | 22 |
|
|
2014
Q1 | $3.08M | Buy |
31,548
+17
| +0.1% | +$1.66K | 2.55% | 25 |
|
|
2013
Q4 | $3.19M | Buy |
+31,531
| New | +$3.19M | 2.69% | 22 |
|