Welch Investments’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $4.88M | Buy |
58,320
+3,293
| +6% | +$275K | 3.1% | 20 |
|
|
2017
Q3 | $4.51M | Buy |
55,027
+3,980
| +8% | +$326K | 3.11% | 21 |
|
|
2017
Q2 | $4.12M | Buy |
51,047
+4,417
| +9% | +$357K | 3.06% | 25 |
|
|
2017
Q1 | $3.82M | Buy |
46,630
+5,290
| +13% | +$434K | 3.03% | 28 |
|
|
2016
Q4 | $3.73M | Buy |
+41,340
| New | +$3.73M | 3.26% | 13 |
|