WA
WFG Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6.83M | Buy |
84,596
+16,648
| +25% | +$1.34M | 1.54% | 3 |
|
|
2017
Q1 | $5.57M | Sell |
67,948
-26,371
| -28% | -$2.16M | 1.49% | 3 |
|
|
2016
Q4 | $8.51M | Sell |
94,319
-6,250
| -6% | -$564K | 2.08% | 1 |
|
|
2016
Q3 | $8.78M | Buy |
100,569
+5,600
| +6% | +$489K | 2.18% | 1 |
|
|
2016
Q2 | $8.9M | Buy |
94,969
+2,154
| +2% | +$202K | 2.37% | 1 |
|
|
2016
Q1 | $7.76M | Sell |
92,815
-707
| -0.8% | -$59.1K | 2.24% | 2 |
|
|
2015
Q4 | $7.29M | Buy |
93,522
+4,918
| +6% | +$383K | 2.18% | 3 |
|
|
2015
Q3 | $6.59M | Buy |
88,604
+6,853
| +8% | +$510K | 2.06% | 4 |
|
|
2015
Q2 | $6.8M | Buy |
81,751
+1,812
| +2% | +$151K | 1.87% | 5 |
|
|
2015
Q1 | $6.8M | Sell |
79,939
-31,661
| -28% | -$2.69M | 1.9% | 3 |
|
|
2014
Q4 | $10.3M | Sell |
111,600
-4,823
| -4% | -$446K | 2.09% | 4 |
|
|
2014
Q3 | $11M | Sell |
116,423
-6,086
| -5% | -$572K | 2.08% | 2 |
|
|
2014
Q2 | $12.3M | Sell |
122,509
-1,087
| -0.9% | -$109K | 2.3% | 2 |
|
|
2014
Q1 | $12.1M | Sell |
123,596
-46,047
| -27% | -$4.5M | 2.43% | 2 |
|
|
2013
Q4 | $17.2M | Sell |
169,643
-2,494
| -1% | -$252K | 2.44% | 2 |
|
|
2013
Q3 | $14.8M | Buy |
172,137
+17,517
| +11% | +$1.51M | 2.29% | 2 |
|
|
2013
Q2 | $14M | Buy |
+154,620
| New | +$14M | 2.32% | 2 |
|