SAM
Sunnymeath Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.66M | Buy |
19,645
+500
| +3% | +$42.1K | 2.33% | 8 |
|
|
2016
Q3 | $1.24M | Sell |
19,145
-11,500
| -38% | -$744K | 2.71% | 2 |
|
|
2016
Q2 | $2.87M | Sell |
30,645
-2,500
| -8% | -$234K | 4.2% | 1 |
|
|
2016
Q1 | $2.77M | Buy |
33,145
+1,245
| +4% | +$104K | 4.22% | 1 |
|
|
2015
Q4 | $2.49M | Buy |
+31,900
| New | +$2.49M | 3.96% | 1 |
|