Systematic Financial Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-800
| Closed | -$66K | – | 701 |
|
|
2017
Q1 | $66K | Hold |
800
| – | – | ﹤0.01% | 630 |
|
|
2016
Q4 | $72K | Hold |
800
| – | – | ﹤0.01% | 626 |
|
|
2016
Q3 | $70K | Hold |
800
| – | – | ﹤0.01% | 592 |
|
|
2016
Q2 | $74K | Hold |
800
| – | – | ﹤0.01% | 580 |
|
|
2016
Q1 | $66K | Hold |
800
| – | – | ﹤0.01% | 574 |
|
|
2015
Q4 | $62K | Hold |
800
| – | – | ﹤0.01% | 602 |
|
|
2015
Q3 | $59K | Hold |
800
| – | – | ﹤0.01% | 630 |
|
|
2015
Q2 | $66K | Hold |
800
| – | – | ﹤0.01% | 664 |
|
|
2015
Q1 | $68K | Sell |
800
-574,715
| -100% | -$48.9M | ﹤0.01% | 648 |
|
|
2014
Q4 | $53.2M | Sell |
575,515
-27,391
| -5% | -$2.53M | 0.39% | 82 |
|
|
2014
Q3 | $56.7M | Buy |
602,906
+44,087
| +8% | +$4.15M | 0.41% | 84 |
|
|
2014
Q2 | $56.3M | Buy |
558,819
+42,137
| +8% | +$4.24M | 0.38% | 86 |
|
|
2014
Q1 | $50.5M | Buy |
516,682
+515,882
| +64,485% | +$50.4M | 0.35% | 88 |
|
|
2013
Q4 | $80K | Hold |
800
| – | – | ﹤0.01% | 637 |
|
|
2013
Q3 | $68K | Hold |
800
| – | – | ﹤0.01% | 639 |
|
|
2013
Q2 | $72K | Buy |
+800
| New | +$72K | ﹤0.01% | 627 |
|