RDM
Retirement Design & Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-6,596
| Closed | -$618K | – | 67 |
|
|
2016
Q2 | $618K | Buy |
6,596
+1,200
| +22% | +$112K | 0.39% | 45 |
|
|
2016
Q1 | $451K | Buy |
5,396
+110
| +2% | +$9.19K | 0.32% | 50 |
|
|
2015
Q4 | $412K | Buy |
5,286
+424
| +9% | +$33K | 0.23% | 55 |
|
|
2015
Q3 | $361K | Buy |
4,862
+426
| +10% | +$31.6K | 0.37% | 49 |
|
|
2015
Q2 | $369K | Sell |
4,436
-950
| -18% | -$79K | 0.32% | 53 |
|
|
2015
Q1 | $460K | Buy |
5,386
+550
| +11% | +$47K | 0.4% | 48 |
|
|
2014
Q4 | $447K | Buy |
+4,836
| New | +$447K | 0.34% | 52 |
|