Wealthfront’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $8.59M | Sell |
100,979
-5,214
| -5% | -$443K | 0.08% | 42 |
|
|
2018
Q2 | $8.79M | Sell |
106,193
-187
| -0.2% | -$15.5K | 0.09% | 37 |
|
|
2018
Q1 | $7.94M | Sell |
106,380
-476
| -0.4% | -$35.5K | 0.08% | 42 |
|
|
2017
Q4 | $8.94M | Buy |
106,856
+23,541
| +28% | +$1.97M | 0.1% | 37 |
|
|
2017
Q3 | $6.83M | Sell |
83,315
-35,958
| -30% | -$2.95M | 0.09% | 40 |
|
|
2017
Q2 | $9.63M | Buy |
119,273
+3,681
| +3% | +$297K | 0.14% | 27 |
|
|
2017
Q1 | $9.48M | Sell |
115,592
-2,213
| -2% | -$181K | 0.17% | 26 |
|
|
2016
Q4 | $10.6M | Sell |
117,805
-1,530
| -1% | -$138K | 0.23% | 24 |
|
|
2016
Q3 | $10.4M | Sell |
119,335
-6,049
| -5% | -$528K | 0.25% | 24 |
|
|
2016
Q2 | $11.8M | Buy |
125,384
+6,119
| +5% | +$574K | 0.32% | 22 |
|
|
2016
Q1 | $9.97M | Buy |
119,265
+49,079
| +70% | +$4.1M | 0.32% | 22 |
|
|
2015
Q4 | $5.47M | Buy |
70,186
+23,644
| +51% | +$1.84M | 0.2% | 26 |
|
|
2015
Q3 | $3.46M | Buy |
46,542
+34,137
| +275% | +$2.54M | 0.14% | 30 |
|
|
2015
Q2 | $1.03M | Buy |
12,405
+1,658
| +15% | +$138K | 0.04% | 57 |
|
|
2015
Q1 | $913K | Sell |
10,747
-5,852
| -35% | -$497K | 0.04% | 43 |
|
|
2014
Q4 | $1.54M | Buy |
16,599
+35
| +0.2% | +$3.24K | 0.09% | 29 |
|
|
2014
Q3 | $1.56M | Buy |
16,564
+472
| +3% | +$44.4K | 0.11% | 26 |
|
|
2014
Q2 | $1.65M | Buy |
16,092
+7,227
| +82% | +$739K | 0.14% | 17 |
|
|
2014
Q1 | $866K | Buy |
+8,865
| New | +$866K | 0.11% | 17 |
|