Winthrop Partners - WNY’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.57M | Sell |
22,233
-730
| -3% | -$51.5K | 1.06% | 33 |
|
|
2019
Q2 | $1.76M | Sell |
22,963
-125
| -0.5% | -$9.58K | 1.32% | 25 |
|
|
2019
Q1 | $1.89M | Sell |
23,088
-1,625
| -7% | -$133K | 1.47% | 19 |
|
|
2018
Q4 | $1.69M | Sell |
24,713
-2,519
| -9% | -$172K | 1.57% | 18 |
|
|
2018
Q3 | $2.32M | Sell |
27,232
-2,323
| -8% | -$198K | 1.87% | 11 |
|
|
2018
Q2 | $2.45M | Sell |
29,555
-2,500
| -8% | -$207K | 2.03% | 9 |
|
|
2018
Q1 | $2.4M | Hold |
32,055
| – | – | 1.85% | 9 |
|
|
2017
Q4 | $2.39M | Buy |
+32,055
| New | +$2.39M | 1.95% | 13 |
|