Perennial Investment Partners’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 | – | Sell |
-19,000
| Closed | -$1.79M | – | 62 |
|
|
2014
Q3 | $1.79M | Hold |
19,000
| – | – | 1% | 46 |
|
|
2014
Q2 | $1.91M | Hold |
19,000
| – | – | 0.87% | 51 |
|
|
2014
Q1 | $1.86M | Hold |
19,000
| – | – | 0.53% | 55 |
|
|
2013
Q4 | $1.92M | Hold |
19,000
| – | – | 0.55% | 51 |
|
|
2013
Q3 | $1.64M | Hold |
19,000
| – | – | 0.42% | 65 |
|
|
2013
Q2 | $1.72M | Buy |
+19,000
| New | +$1.72M | 0.44% | 59 |
|