Stanford Investment Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,458
| Closed | -$222K | – | 317 |
|
|
2016
Q4 | $222K | Hold |
2,458
| – | – | 0.11% | 48 |
|
|
2016
Q3 | $215K | Buy |
2,458
+568
| +30% | +$49.7K | 0.1% | 54 |
|
|
2016
Q2 | $177K | Sell |
1,890
-240
| -11% | -$22.5K | 0.09% | 62 |
|
|
2016
Q1 | $178K | Buy |
2,130
+100
| +5% | +$8.36K | 0.1% | 56 |
|
|
2015
Q4 | $158K | Hold |
2,030
| – | – | 0.09% | 64 |
|
|
2015
Q3 | $151K | Hold |
2,030
| – | – | 0.11% | 58 |
|
|
2015
Q2 | $169K | Hold |
2,030
| – | – | 0.13% | 57 |
|
|
2015
Q1 | $173K | Sell |
2,030
-655
| -24% | -$55.8K | 0.14% | 58 |
|
|
2014
Q4 | $248K | Buy |
+2,685
| New | +$248K | 0.21% | 41 |
|