Parasol Investment 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 | $261K | Sell |
3,185
-5,034
| -61% | -$413K | 0.43% | 22 |
|
|
2016
Q4 | $742K | Buy |
8,219
+183
| +2% | +$16.5K | 0.78% | 25 |
|
|
2016
Q3 | $701K | Buy |
8,036
+307
| +4% | +$26.8K | 0.73% | 24 |
|
|
2016
Q2 | $725K | Sell |
7,729
-350
| -4% | -$32.8K | 0.76% | 25 |
|
|
2016
Q1 | $675K | Sell |
8,079
-292
| -3% | -$24.4K | 0.66% | 20 |
|
|
2015
Q4 | $653K | Sell |
8,371
-1,128
| -12% | -$88K | 0.63% | 18 |
|
|
2015
Q3 | $706K | Sell |
9,499
-4,882
| -34% | -$363K | 0.64% | 18 |
|
|
2015
Q2 | $1.2M | Buy |
14,381
+640
| +5% | +$53.2K | 0.8% | 21 |
|
|
2015
Q1 | $1.17M | Buy |
13,741
+2,350
| +21% | +$200K | 0.74% | 21 |
|
|
2014
Q4 | $1.05M | Buy |
11,391
+1,944
| +21% | +$180K | 0.73% | 19 |
|
|
2014
Q3 | $888K | Buy |
9,447
+1,987
| +27% | +$187K | 0.62% | 22 |
|
|
2014
Q2 | $751K | Buy |
7,460
+4,920
| +194% | +$495K | 0.52% | 22 |
|
|
2014
Q1 | $248K | Buy |
2,540
+800
| +46% | +$78.1K | 0.18% | 31 |
|
|
2013
Q4 | $176K | Buy |
+1,740
| New | +$176K | 0.12% | 35 |
|