William Harris Investors’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 | $302K | Hold |
3,351
| – | – | 0.09% | 77 |
|
|
2016
Q3 | $293K | Hold |
3,351
| – | – | 0.08% | 73 |
|
|
2016
Q2 | $314K | Hold |
3,351
| – | – | 0.08% | 75 |
|
|
2016
Q1 | $280K | Sell |
3,351
-200
| -6% | -$16.7K | 0.07% | 73 |
|
|
2015
Q4 | $277K | Sell |
3,551
-89
| -2% | -$6.94K | 0.07% | 72 |
|
|
2015
Q3 | $270K | Sell |
3,640
-40
| -1% | -$2.97K | 0.08% | 75 |
|
|
2015
Q2 | $306K | Sell |
3,680
-200
| -5% | -$16.6K | 0.09% | 75 |
|
|
2015
Q1 | $330K | Hold |
3,880
| – | – | 0.09% | 66 |
|
|
2014
Q4 | $358K | Sell |
3,880
-20
| -0.5% | -$1.85K | 0.09% | 62 |
|
|
2014
Q3 | $367K | Hold |
3,900
| – | – | 0.11% | 60 |
|
|
2014
Q2 | $393K | Hold |
3,900
| – | – | 0.11% | 63 |
|
|
2014
Q1 | $381K | Hold |
3,900
| – | – | 0.11% | 64 |
|
|
2013
Q4 | $395K | Hold |
3,900
| – | – | 0.12% | 58 |
|
|
2013
Q3 | $335K | Hold |
3,900
| – | – | 0.1% | 68 |
|
|
2013
Q2 | $352K | Buy |
+3,900
| New | +$352K | 0.11% | 64 |
|