Portola Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,000
| Closed | -$201K | – | 96 |
|
|
2014
Q2 | $201K | Sell |
2,000
-445
| -18% | -$44.7K | 0.17% | 91 |
|
|
2014
Q1 | $239K | Sell |
2,445
-2,483
| -50% | -$243K | 0.22% | 72 |
|
|
2013
Q4 | $499K | Buy |
4,928
+2,250
| +84% | +$228K | 0.32% | 60 |
|
|
2013
Q3 | $230K | Hold |
2,678
| – | – | 0.14% | 82 |
|
|
2013
Q2 | $242K | Buy |
+2,678
| New | +$242K | 0.16% | 61 |
|