WealthTrust-Arizona’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 | $224K | Sell |
3,287
-698
| -18% | -$47.6K | 0.13% | 56 |
|
|
2018
Q3 | $339K | Buy |
3,985
+2,067
| +108% | +$176K | 0.16% | 49 |
|
|
2018
Q2 | $159K | Sell |
1,918
-199
| -9% | -$16.5K | 0.08% | 71 |
|
|
2018
Q1 | $158K | Sell |
2,117
-1,375
| -39% | -$103K | 0.08% | 74 |
|
|
2017
Q4 | $292K | Sell |
3,492
-126
| -3% | -$10.5K | 0.14% | 54 |
|
|
2017
Q3 | $297K | Buy |
3,618
+3
| +0.1% | +$246 | 0.15% | 53 |
|
|
2017
Q2 | $292K | Buy |
3,615
+2
| +0.1% | +$162 | 0.15% | 51 |
|
|
2017
Q1 | $296K | Buy |
3,613
+2
| +0.1% | +$164 | 0.16% | 51 |
|
|
2016
Q4 | $326K | Buy |
3,611
+2
| +0.1% | +$181 | 0.19% | 47 |
|
|
2016
Q3 | $315K | Buy |
3,609
+1
| +0% | +$87 | 0.19% | 52 |
|
|
2016
Q2 | $338K | Buy |
3,608
+2,101
| +139% | +$197K | 0.21% | 50 |
|
|
2016
Q1 | $126K | Sell |
1,507
-57
| -4% | -$4.77K | 0.08% | 78 |
|
|
2015
Q4 | $122K | Buy |
1,564
+100
| +7% | +$7.8K | 0.07% | 87 |
|
|
2015
Q3 | $109K | Hold |
1,464
| – | – | 0.07% | 86 |
|
|
2015
Q2 | $122K | Hold |
1,464
| – | – | 0.07% | 82 |
|
|
2015
Q1 | $124K | Sell |
1,464
-17
| -1% | -$1.44K | 0.08% | 82 |
|
|
2014
Q4 | $137K | Sell |
1,481
-831
| -36% | -$76.9K | 0.11% | 74 |
|
|
2014
Q3 | $217K | Sell |
2,312
-96
| -4% | -$9.01K | 0.24% | 58 |
|
|
2014
Q2 | $242K | Sell |
2,408
-238
| -9% | -$23.9K | 0.26% | 53 |
|
|
2014
Q1 | $258K | Buy |
2,646
+6
| +0.2% | +$585 | 0.29% | 44 |
|
|
2013
Q4 | $267K | Sell |
2,640
-16
| -0.6% | -$1.62K | 0.31% | 41 |
|
|
2013
Q3 | $228K | Buy |
2,656
+369
| +16% | +$31.7K | 0.29% | 44 |
|
|
2013
Q2 | $207K | Buy |
+2,287
| New | +$207K | 0.28% | 43 |
|