Trevor, Stewart, Burton & Jacobsen’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-58,290
| Closed | -$3.53M | – | 56 |
|
|
2014
Q4 | $3.53M | Buy |
58,290
+53,057
| +1,014% | +$3.22M | 2.82% | 20 |
|
|
2014
Q3 | $492K | Hold |
5,233
| – | – | 0.31% | 41 |
|
|
2014
Q2 | $527K | Sell |
5,233
-375
| -7% | -$37.8K | 0.27% | 46 |
|
|
2014
Q1 | $548K | Hold |
5,608
| – | – | 0.27% | 42 |
|
|
2013
Q4 | $568K | Sell |
5,608
-448
| -7% | -$45.4K | 0.26% | 44 |
|
|
2013
Q3 | $521K | Hold |
6,056
| – | – | 0.27% | 40 |
|
|
2013
Q2 | $547K | Buy |
+6,056
| New | +$547K | 0.29% | 39 |
|