Wilson Kemp & Associates’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $240K | Sell |
2,550
-4,100
| -62% | -$386K | 2.19% | 20 |
|
|
2014
Q2 | $670K | Sell |
6,650
-8,552
| -56% | -$862K | 2.4% | 12 |
|
|
2014
Q1 | $1.49M | Sell |
15,202
-6,314
| -29% | -$617K | 3.86% | 5 |
|
|
2013
Q4 | $2.18M | Buy |
21,516
+2,666
| +14% | +$270K | 4.18% | 6 |
|
|
2013
Q3 | $1.62M | Sell |
18,850
-49,139
| -72% | -$4.23M | 3.57% | 7 |
|
|
2013
Q2 | $6.14M | Buy |
+67,989
| New | +$6.14M | 5.88% | 2 |
|