Smith Hayes Advisers’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $4.81M | Buy |
57,514
+2,330
| +4% | +$195K | 0.98% | 24 |
|
2015
Q4 | $4.3M | Sell |
55,184
-2,852
| -5% | -$222K | 0.91% | 30 |
|
2015
Q3 | $4.31M | Sell |
58,036
-162
| -0.3% | -$12K | 0.93% | 28 |
|
2015
Q2 | $4.84M | Sell |
58,198
-474
| -0.8% | -$39.4K | 0.96% | 22 |
|
2015
Q1 | $4.99M | Buy |
58,672
+744
| +1% | +$63.2K | 0.99% | 18 |
|
2014
Q4 | $5.36M | Buy |
57,928
+915
| +2% | +$84.6K | 1.12% | 16 |
|
2014
Q3 | $5.36M | Sell |
57,013
-368
| -0.6% | -$34.6K | 1.25% | 14 |
|
2014
Q2 | $5.78M | Sell |
57,381
-69
| -0.1% | -$6.95K | 1.35% | 13 |
|
2014
Q1 | $5.61M | Buy |
57,450
+1,829
| +3% | +$179K | 1.39% | 13 |
|
2013
Q4 | $5.63M | Sell |
55,621
-1,245
| -2% | -$126K | 1.85% | 5 |
|
2013
Q3 | $4.89M | Buy |
56,866
+5,150
| +10% | +$443K | 1.87% | 6 |
|
2013
Q2 | $4.67M | Buy |
+51,716
| New | +$4.67M | 1.94% | 4 |
|