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 |
|