VWM
Vector Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.04M | Sell |
11,503
-241
| -2% | -$21.7K | 0.73% | 21 |
|
|
2016
Q3 | $1.03M | Buy |
11,744
+115
| +1% | +$10K | 0.7% | 21 |
|
|
2016
Q2 | $1.09M | Buy |
11,629
+76
| +0.7% | +$7.12K | 0.74% | 21 |
|
|
2016
Q1 | $966K | Sell |
11,553
-201
| -2% | -$16.8K | 0.72% | 20 |
|
|
2015
Q4 | $916K | Sell |
11,754
-1,089
| -8% | -$84.9K | 0.71% | 21 |
|
|
2015
Q3 | $1.05M | Buy |
12,843
+1,603
| +14% | +$131K | 0.83% | 20 |
|
|
2015
Q2 | $935K | Buy |
11,240
+32
| +0.3% | +$2.66K | 0.74% | 18 |
|
|
2015
Q1 | $953K | Buy |
11,208
+1,273
| +13% | +$108K | 0.77% | 15 |
|
|
2014
Q4 | $919K | Sell |
9,935
-590
| -6% | -$54.6K | 0.69% | 14 |
|
|
2014
Q3 | $989K | Buy |
10,525
+499
| +5% | +$46.9K | 0.73% | 13 |
|
|
2014
Q2 | $1.01M | Buy |
10,026
+969
| +11% | +$97.6K | 0.74% | 12 |
|
|
2014
Q1 | $885K | Sell |
9,057
-1,663
| -16% | -$162K | 0.64% | 14 |
|
|
2013
Q4 | $1.09M | Sell |
10,720
-1,270
| -11% | -$129K | 0.77% | 12 |
|
|
2013
Q3 | $1.03M | Sell |
11,990
-658
| -5% | -$56.6K | 0.75% | 13 |
|
|
2013
Q2 | $1.14M | Buy |
+12,648
| New | +$1.14M | 0.84% | 13 |
|