Vantage Wealth’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-91,124
| Closed | -$7.1M | – | 26 |
|
|
2015
Q4 | $7.1M | Sell |
91,124
-325
| -0.4% | -$25.3K | 4.08% | 12 |
|
|
2015
Q3 | $6.8M | Buy |
91,449
+17,595
| +24% | +$1.31M | 4.15% | 12 |
|
|
2015
Q2 | $6.15M | Buy |
73,854
+5,250
| +8% | +$437K | 3.57% | 17 |
|
|
2015
Q1 | $5.83M | Buy |
68,604
+4,215
| +7% | +$358K | 3.38% | 21 |
|
|
2014
Q4 | $5.95M | Buy |
64,389
+3,915
| +6% | +$362K | 3.48% | 21 |
|
|
2014
Q3 | $5.69M | Buy |
60,474
+350
| +0.6% | +$32.9K | 3.64% | 18 |
|
|
2014
Q2 | $5.9M | Buy |
60,124
+1,225
| +2% | +$120K | 3.92% | 12 |
|
|
2014
Q1 | $5.75M | Buy |
58,899
+2,075
| +4% | +$203K | 3.68% | 18 |
|
|
2013
Q4 | $5.75M | Buy |
56,824
+1,125
| +2% | +$114K | 3.72% | 15 |
|
|
2013
Q3 | $4.79M | Sell |
55,699
-375
| -0.7% | -$32.3K | 3.78% | 19 |
|
|
2013
Q2 | $5.07M | Buy |
+56,074
| New | +$5.07M | 4.03% | 13 |
|