Taylor Wealth Management Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,921
| Closed | -$131K | – | 117 |
|
|
2018
Q4 | $131K | Hold |
1,921
| – | – | 0.08% | 46 |
|
|
2018
Q3 | $163K | Hold |
1,921
| – | – | 0.07% | 56 |
|
|
2018
Q2 | $159K | Hold |
1,921
| – | – | 0.07% | 54 |
|
|
2018
Q1 | $143K | Sell |
1,921
-300
| -14% | -$22.3K | 0.07% | 53 |
|
|
2017
Q4 | $186K | Sell |
2,221
-100
| -4% | -$8.38K | 0.08% | 61 |
|
|
2017
Q3 | $190K | Hold |
2,321
| – | – | 0.08% | 65 |
|
|
2017
Q2 | $187K | Sell |
2,321
-5
| -0.2% | -$403 | 0.08% | 63 |
|
|
2017
Q1 | $191K | Hold |
2,326
| – | – | 0.09% | 64 |
|
|
2016
Q4 | $210K | Sell |
2,326
-300
| -11% | -$27.1K | 0.1% | 56 |
|
|
2016
Q3 | $229K | Hold |
2,626
| – | – | 0.1% | 50 |
|
|
2016
Q2 | $246K | Sell |
2,626
-183
| -7% | -$17.1K | 0.1% | 43 |
|
|
2016
Q1 | $235K | Hold |
2,809
| – | – | 0.11% | 37 |
|
|
2015
Q4 | $219K | Hold |
2,809
| – | – | 0.09% | 47 |
|
|
2015
Q3 | $209K | Sell |
2,809
-389
| -12% | -$28.9K | 0.1% | 42 |
|
|
2015
Q2 | $266K | Buy |
3,198
+165
| +5% | +$13.7K | 0.08% | 46 |
|
|
2015
Q1 | $258K | Buy |
+3,033
| New | +$258K | 0.08% | 47 |
|