TBA
Train Babcock Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $3.27M | Sell |
39,129
-5,515
| -12% | -$461K | 1.44% | 30 |
|
|
2017
Q3 | $3.66M | Sell |
44,644
-2,840
| -6% | -$233K | 2.04% | 21 |
|
|
2017
Q2 | $3.83M | Sell |
47,484
-3,890
| -8% | -$314K | 1.67% | 21 |
|
|
2017
Q1 | $4.21M | Sell |
51,374
-14,857
| -22% | -$1.22M | 1.89% | 18 |
|
|
2016
Q4 | $5.98M | Sell |
66,231
-520
| -0.8% | -$46.9K | 2.46% | 9 |
|
|
2016
Q3 | $5.83M | Sell |
66,751
-1,346
| -2% | -$117K | 2.34% | 10 |
|
|
2016
Q2 | $6.38M | Buy |
68,097
+1,868
| +3% | +$175K | 2.54% | 8 |
|
|
2016
Q1 | $5.54M | Sell |
66,229
-5,985
| -8% | -$500K | 2.21% | 11 |
|
|
2015
Q4 | $5.63M | Buy |
72,214
+295
| +0.4% | +$23K | 2.15% | 10 |
|
|
2015
Q3 | $5.35M | Sell |
71,919
-2,430
| -3% | -$181K | 1.9% | 14 |
|
|
2015
Q2 | $6.19M | Sell |
74,349
-6,200
| -8% | -$516K | 1.95% | 14 |
|
|
2015
Q1 | $6.85M | Sell |
80,549
-2,277
| -3% | -$194K | 2.15% | 9 |
|
|
2014
Q4 | $7.66M | Sell |
82,826
-483
| -0.6% | -$44.7K | 2.47% | 7 |
|
|
2014
Q3 | $7.84M | Sell |
83,309
-1,226
| -1% | -$115K | 2.69% | 5 |
|
|
2014
Q2 | $8.51M | Sell |
84,535
-975
| -1% | -$98.2K | 2.76% | 6 |
|
|
2014
Q1 | $8.35M | Sell |
85,510
-15,291
| -15% | -$1.49M | 2.68% | 6 |
|
|
2013
Q4 | $10.2M | Sell |
100,801
-8,133
| -7% | -$823K | 3.52% | 4 |
|
|
2013
Q3 | $9.37M | Sell |
108,934
-3,790
| -3% | -$326K | 3.52% | 4 |
|
|
2013
Q2 | $10.2M | Buy |
+112,724
| New | +$10.2M | 3.85% | 1 |
|