Trees Investment Counsel’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | $2.32M | Sell |
31,178
-100
| -0.3% | -$7.44K | 2.05% | 25 |
|
2015
Q2 | $2.6M | Buy |
31,278
+831
| +3% | +$69.1K | 2.07% | 23 |
|
2015
Q1 | $2.59M | Sell |
30,447
-750
| -2% | -$63.8K | 2.09% | 23 |
|
2014
Q4 | $2.88M | Hold |
31,197
| – | – | 2.32% | 23 |
|
2014
Q3 | $2.93M | Hold |
31,197
| – | – | 2.37% | 18 |
|
2014
Q2 | $3.14M | Sell |
31,197
-200
| -0.6% | -$20.1K | 2.47% | 16 |
|
2014
Q1 | $3.07M | Sell |
31,397
-2,600
| -8% | -$254K | 2.46% | 16 |
|
2013
Q4 | $3.44M | Sell |
33,997
-100
| -0.3% | -$10.1K | 2.73% | 8 |
|
2013
Q3 | $2.93M | Hold |
34,097
| – | – | 2.55% | 17 |
|
2013
Q2 | $3.08M | Buy |
+34,097
| New | +$3.08M | 2.82% | 9 |
|