WIM
Wittenberg Investment Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,967
| Closed | -$243K | – | 80 |
|
|
2017
Q3 | $243K | Sell |
2,967
-350
| -11% | -$28.7K | 0.1% | 66 |
|
|
2017
Q2 | $268K | Buy |
3,317
+350
| +12% | +$28.3K | 0.12% | 64 |
|
|
2017
Q1 | $243K | Hold |
2,967
| – | – | 0.12% | 68 |
|
|
2016
Q4 | $268K | Buy |
+2,967
| New | +$268K | 0.12% | 67 |
|