PA
Parkside Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,415
| Closed | -$574K | – | 60 |
|
|
2018
Q4 | $574K | Sell |
8,415
-1,163
| -12% | -$79.3K | 0.35% | 26 |
|
|
2018
Q3 | $814K | Buy |
9,578
+4,345
| +83% | +$369K | 0.54% | 23 |
|
|
2018
Q2 | $433K | Buy |
5,233
+101
| +2% | +$8.36K | 0.31% | 24 |
|
|
2018
Q1 | $383K | Buy |
5,132
+2,732
| +114% | +$204K | 0.27% | 23 |
|
|
2017
Q4 | $201K | Buy |
+2,400
| New | +$201K | 0.14% | 36 |
|
|
2017
Q3 | – | Sell |
-3,944
| Closed | -$318K | – | 41 |
|
|
2017
Q2 | $318K | Buy |
3,944
+702
| +22% | +$56.6K | 0.23% | 28 |
|
|
2017
Q1 | $266K | Buy |
3,242
+720
| +29% | +$59.1K | 0.19% | 32 |
|
|
2016
Q4 | $228K | Hold |
2,522
| – | – | 0.17% | 27 |
|
|
2016
Q3 | $220K | Hold |
2,522
| – | – | 0.16% | 28 |
|
|
2016
Q2 | $236K | Sell |
2,522
-2,000
| -44% | -$187K | 0.17% | 26 |
|
|
2016
Q1 | $378K | Buy |
4,522
+1,800
| +66% | +$150K | 0.26% | 23 |
|
|
2015
Q4 | $202K | Hold |
2,722
| – | – | 0.15% | 30 |
|
|
2015
Q3 | $202K | Sell |
2,722
-400
| -13% | -$29.7K | 0.15% | 30 |
|
|
2015
Q2 | $260K | Hold |
3,122
| – | – | 0.18% | 27 |
|
|
2015
Q1 | $265K | Sell |
3,122
-560
| -15% | -$47.5K | 0.18% | 27 |
|
|
2014
Q4 | $340K | Sell |
3,682
-100
| -3% | -$9.23K | 0.25% | 28 |
|
|
2014
Q3 | $356K | Sell |
3,782
-400
| -10% | -$37.7K | 0.26% | 27 |
|
|
2014
Q2 | $421K | Hold |
4,182
| – | – | 0.3% | 26 |
|
|
2014
Q1 | $408K | Sell |
4,182
-495
| -11% | -$48.3K | 0.31% | 24 |
|
|
2013
Q4 | $473K | Buy |
+4,677
| New | +$473K | 0.39% | 23 |
|