Watermark Asset Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$113K Buy
1,659
+110
+7% +$7.49K 0.05% 64
2018
Q3
$132K Sell
1,549
-21
-1% -$1.79K 0.05% 61
2018
Q2
$130K Sell
1,570
-116
-7% -$9.61K 0.06% 61
2018
Q1
$126K Buy
1,686
+9
+0.5% +$673 0.05% 62
2017
Q4
$140K Buy
1,677
+8
+0.5% +$668 0.06% 59
2017
Q3
$137K Buy
1,669
+9
+0.5% +$739 0.06% 55
2017
Q2
$134K Buy
1,660
+8
+0.5% +$646 0.06% 56
2017
Q1
$136K Buy
+1,652
New +$136K 0.06% 57