Weatherstone Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-32,497
| Closed | -$2.65M | – | 174 |
|
|
2018
Q4 | $2.65M | Buy |
32,497
+25,385
| +357% | +$2.07M | 0.65% | 34 |
|
|
2018
Q3 | $605K | Buy |
7,112
+643
| +10% | +$54.7K | 0.46% | 33 |
|
|
2018
Q2 | $535K | Sell |
6,469
-395
| -6% | -$32.7K | 0.43% | 21 |
|
|
2018
Q1 | $512K | Buy |
6,864
+971
| +16% | +$72.4K | 0.39% | 27 |
|
|
2017
Q4 | $493K | Buy |
5,893
+715
| +14% | +$59.8K | 0.33% | 35 |
|
|
2017
Q3 | $425K | Sell |
5,178
-4,785
| -48% | -$393K | 0.29% | 35 |
|
|
2017
Q2 | $804K | Buy |
9,963
+6,388
| +179% | +$516K | 0.53% | 22 |
|
|
2017
Q1 | $293K | Sell |
3,575
-2,107
| -37% | -$173K | 0.33% | 47 |
|
|
2016
Q4 | $513K | Sell |
5,682
-889
| -14% | -$80.3K | 0.34% | 27 |
|
|
2016
Q3 | $574K | Buy |
6,571
+405
| +7% | +$35.4K | 0.47% | 28 |
|
|
2016
Q2 | $578K | Buy |
6,166
+26
| +0.4% | +$2.44K | 0.49% | 25 |
|
|
2016
Q1 | $513K | Sell |
6,140
-173
| -3% | -$14.5K | 0.37% | 34 |
|
|
2015
Q4 | $492K | Buy |
6,313
+1,201
| +23% | +$93.6K | 0.56% | 39 |
|
|
2015
Q3 | $380K | Sell |
5,112
-39
| -0.8% | -$2.9K | 0.35% | 35 |
|
|
2015
Q2 | $429K | Buy |
5,151
+82
| +2% | +$6.83K | 0.38% | 42 |
|
|
2015
Q1 | $435K | Buy |
5,069
+2,080
| +70% | +$178K | 0.27% | 43 |
|
|
2014
Q4 | $276K | Buy |
+2,989
| New | +$276K | 0.16% | 56 |
|