Shelter Insurance Profit Sharing’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $6.96M | Hold |
93,600
| – | – | 3.44% | 9 |
|
|
2015
Q2 | $7.79M | Hold |
93,600
| – | – | 3.34% | 9 |
|
|
2015
Q1 | $7.96M | Buy |
93,600
+20,800
| +29% | +$1.77M | 3.31% | 10 |
|
|
2014
Q4 | $6.73M | Hold |
72,800
| – | – | 2.65% | 17 |
|
|
2014
Q3 | $6.85M | Hold |
72,800
| – | – | 2.75% | 14 |
|
|
2014
Q2 | $7.37M | Hold |
72,800
| – | – | 2.86% | 13 |
|
|
2014
Q1 | $7.11M | Hold |
72,800
| – | – | 2.81% | 15 |
|
|
2013
Q4 | $7.37M | Hold |
72,800
| – | – | 3.07% | 9 |
|
|
2013
Q3 | $6.26M | Hold |
72,800
| – | – | 2.8% | 10 |
|
|
2013
Q2 | $6.58M | Buy |
+72,800
| New | +$6.58M | 2.97% | 10 |
|