Steward Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $836K | Hold |
8,882
| – | – | 2.25% | 16 |
|
|
2014
Q2 | $895K | Sell |
8,882
-120
| -1% | -$12.1K | 1.89% | 16 |
|
|
2014
Q1 | $880K | Hold |
9,002
| – | – | 1.52% | 21 |
|
|
2013
Q4 | $912K | Hold |
9,002
| – | – | 1.4% | 20 |
|
|
2013
Q3 | $775K | Hold |
9,002
| – | – | 1.05% | 21 |
|
|
2013
Q2 | $814K | Buy |
+9,002
| New | +$814K | 1.07% | 19 |
|