ParenteBeard Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $27K | Sell |
2,499
-27,064
| -92% | -$293K | 0.32% | 34 |
|
|
2014
Q3 | $2.78M | Buy |
29,563
+1,661
| +6% | +$156K | 1.16% | 19 |
|
|
2014
Q2 | $2.81M | Buy |
27,902
+90
| +0.3% | +$9.06K | 1.23% | 17 |
|
|
2014
Q1 | $2.72M | Sell |
27,812
-9,967
| -26% | -$974K | 1.35% | 13 |
|
|
2013
Q4 | $3.82M | Buy |
37,779
+9,108
| +32% | +$922K | 1.5% | 15 |
|
|
2013
Q3 | $2.47M | Sell |
28,671
-1,004
| -3% | -$86.4K | 1.2% | 18 |
|
|
2013
Q2 | $2.68M | Buy |
+29,675
| New | +$2.68M | 1.22% | 19 |
|