Tiedemann Trust’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $1.11M | Sell |
11,876
-4,060
| -25% | -$380K | 0.21% | 36 |
|
|
2016
Q1 | $1.33M | Buy |
15,936
+100
| +0.6% | +$8.36K | 0.2% | 36 |
|
|
2015
Q4 | $1.23M | Buy |
15,836
+424
| +3% | +$33K | 0.18% | 43 |
|
|
2015
Q3 | $1.15M | Sell |
15,412
-824
| -5% | -$61.3K | 0.11% | 34 |
|
|
2015
Q2 | $1.35M | Sell |
16,236
-173
| -1% | -$14.4K | 0.11% | 34 |
|
|
2015
Q1 | $1.4M | Buy |
16,409
+400
| +2% | +$34K | 0.13% | 32 |
|
|
2014
Q4 | $1.48M | Hold |
16,009
| – | – | 0.13% | 33 |
|
|
2014
Q3 | $1.51M | Hold |
16,009
| – | – | 0.13% | 51 |
|
|
2014
Q2 | $1.61M | Sell |
16,009
-2,519
| -14% | -$253K | 0.16% | 51 |
|
|
2014
Q1 | $1.81K | Hold |
18,528
| – | – | 0.2% | 56 |
|
|
2013
Q4 | $1.88M | Sell |
18,528
-17,206
| -48% | -$1.74M | 0.29% | 46 |
|
|
2013
Q3 | $3.07M | Sell |
35,734
-6,310
| -15% | -$543K | 0.53% | 30 |
|
|
2013
Q2 | $3.8M | Buy |
+42,044
| New | +$3.8M | 0.64% | 30 |
|