TWA
Tillar-Wenstrup Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-25,825
| Closed | -$2.39M | – | 40 |
|
|
2014
Q4 | $2.39M | Buy |
25,825
+502
| +2% | +$46.4K | 2.31% | 20 |
|
|
2014
Q3 | $2.38M | Sell |
25,323
-340
| -1% | -$32K | 2.2% | 19 |
|
|
2014
Q2 | $2.58M | Buy |
25,663
+160
| +0.6% | +$16.1K | 2.07% | 16 |
|
|
2014
Q1 | $2.49M | Buy |
25,503
+1,301
| +5% | +$127K | 2.26% | 12 |
|
|
2013
Q4 | $2.45M | Buy |
+24,202
| New | +$2.45M | 2.52% | 14 |
|