Winifred I. Li’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $2.03M | Sell |
21,909
-430
| -2% | -$39.8K | 1.91% | 5 |
|
2014
Q3 | $2.1M | Sell |
22,339
-3,076
| -12% | -$289K | 2.01% | 6 |
|
2014
Q2 | $2.56M | Sell |
25,415
-300
| -1% | -$30.2K | 2.18% | 4 |
|
2014
Q1 | $2.51M | Sell |
25,715
-2,508
| -9% | -$245K | 2.18% | 3 |
|
2013
Q4 | $2.86M | Sell |
28,223
-1,262
| -4% | -$128K | 2.45% | 2 |
|
2013
Q3 | $2.54M | Sell |
29,485
-3,075
| -9% | -$265K | 2.35% | 2 |
|
2013
Q2 | $2.94M | Buy |
+32,560
| New | +$2.94M | 2.73% | 2 |
|