Progressive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,851
| Closed | -$249K | – | 56 |
|
|
2016
Q3 | $249K | Buy |
2,851
+200
| +8% | +$17.5K | 0.23% | 54 |
|
|
2016
Q2 | $249K | Hold |
2,651
| – | – | 0.24% | 56 |
|
|
2016
Q1 | $222K | Hold |
2,651
| – | – | 0.23% | 60 |
|
|
2015
Q4 | $207K | Sell |
2,651
-101
| -4% | -$7.89K | 0.22% | 67 |
|
|
2015
Q3 | $205K | Hold |
2,752
| – | – | 0.24% | 68 |
|
|
2015
Q2 | $229K | Buy |
+2,752
| New | +$229K | 0.25% | 67 |
|