Westfield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,640
| Closed | -$492K | – | 288 |
|
|
2016
Q3 | $492K | Sell |
5,640
-728
| -11% | -$63.5K | ﹤0.01% | 239 |
|
|
2016
Q2 | $597K | Sell |
6,368
-8,158
| -56% | -$765K | ﹤0.01% | 242 |
|
|
2016
Q1 | $1.21M | Hold |
14,526
| – | – | 0.01% | 228 |
|
|
2015
Q4 | $1.13M | Hold |
14,526
| – | – | 0.01% | 242 |
|
|
2015
Q3 | $1.08M | Hold |
14,526
| – | – | 0.01% | 226 |
|
|
2015
Q2 | $1.21M | Hold |
14,526
| – | – | 0.01% | 248 |
|
|
2015
Q1 | $1.24M | Sell |
14,526
-1,256
| -8% | -$107K | 0.01% | 272 |
|
|
2014
Q4 | $1.46M | Sell |
15,782
-378
| -2% | -$34.9K | 0.01% | 272 |
|
|
2014
Q3 | $1.52M | Hold |
16,160
| – | – | 0.01% | 263 |
|
|
2014
Q2 | $1.63M | Hold |
16,160
| – | – | 0.01% | 265 |
|
|
2014
Q1 | $1.58M | Hold |
16,160
| – | – | 0.01% | 266 |
|
|
2013
Q4 | $1.64M | Sell |
16,160
-272
| -2% | -$27.5K | 0.01% | 253 |
|
|
2013
Q3 | $1.41M | Hold |
16,432
| – | – | 0.01% | 270 |
|
|
2013
Q2 | $1.49M | Buy |
+16,432
| New | +$1.49M | 0.01% | 268 |
|