Risk Paradigm Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,304
| Closed | -$247K | – | 213 |
|
|
2018
Q1 | $247K | Sell |
3,304
-115
| -3% | -$8.58K | 0.31% | 80 |
|
|
2017
Q4 | $286K | Hold |
3,419
| – | – | 0.31% | 83 |
|
|
2017
Q3 | $280K | Sell |
3,419
-1,326
| -28% | -$109K | 0.34% | 76 |
|
|
2017
Q2 | $383K | Sell |
4,745
-1,563
| -25% | -$126K | 0.45% | 70 |
|
|
2017
Q1 | $517K | Sell |
6,308
-1,750
| -22% | -$144K | 0.59% | 52 |
|
|
2016
Q4 | $727K | Buy |
8,058
+384
| +5% | +$34.7K | 0.8% | 43 |
|
|
2016
Q3 | $670K | Hold |
7,674
| – | – | 0.5% | 51 |
|
|
2016
Q2 | $719K | Hold |
7,674
| – | – | 0.98% | 43 |
|
|
2016
Q1 | $641K | Buy |
7,674
+130
| +2% | +$10.9K | 0.81% | 41 |
|
|
2015
Q4 | $588K | Buy |
7,544
+589
| +8% | +$45.9K | 0.7% | 38 |
|
|
2015
Q3 | $517K | Buy |
6,955
+2,651
| +62% | +$197K | 1.07% | 17 |
|
|
2015
Q2 | $358K | Buy |
4,304
+339
| +9% | +$28.2K | 0.34% | 65 |
|
|
2015
Q1 | $337K | Buy |
+3,965
| New | +$337K | 0.33% | 60 |
|