VAM
Visionary Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-30,864
| Closed | -$2.62M | – | 302 |
|
|
2018
Q3 | $2.62M | Buy |
30,864
+53
| +0.2% | +$4.51K | 0.84% | 40 |
|
|
2018
Q2 | $2.55M | Sell |
30,811
-6,402
| -17% | -$530K | 0.85% | 49 |
|
|
2018
Q1 | $2.79M | Sell |
37,213
-913
| -2% | -$68.5K | 0.9% | 38 |
|
|
2017
Q4 | $3.19M | Buy |
+38,126
| New | +$3.19M | 0.89% | 32 |
|
|
2016
Q2 | – | Sell |
-6,249
| Closed | -$522K | – | 112 |
|
|
2016
Q1 | $522K | Buy |
6,249
+2,474
| +66% | +$207K | 0.18% | 83 |
|
|
2015
Q4 | $294K | Buy |
3,775
+981
| +35% | +$76.4K | 0.2% | 40 |
|
|
2015
Q3 | $208K | Buy |
+2,794
| New | +$208K | 0.15% | 30 |
|
|
2014
Q4 | – | Sell |
-3
| Closed | – | – | 214 |
|
|
2014
Q3 | $0 | Sell |
3
-479
| -99% | – | ﹤0.01% | 343 |
|
|
2014
Q2 | $48K | Buy |
+482
| New | +$48K | 0.01% | 169 |
|