Wunderlich Capital Managemnt’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-16,293
| Closed | -$1.22M | – | 96 |
|
|
2018
Q1 | $1.22M | Sell |
16,293
-5
| -0% | -$373 | 0.84% | 67 |
|
|
2017
Q4 | $1.36M | Buy |
16,298
+587
| +4% | +$49.1K | 0.94% | 57 |
|
|
2017
Q3 | $1.29M | Sell |
15,711
-129
| -0.8% | -$10.6K | 0.96% | 59 |
|
|
2017
Q2 | $1.28M | Sell |
15,840
-125
| -0.8% | -$10.1K | 0.96% | 60 |
|
|
2017
Q1 | $1.31M | Buy |
15,965
+638
| +4% | +$52.3K | 1.02% | 55 |
|
|
2016
Q4 | $1.38M | Sell |
15,327
-309
| -2% | -$27.9K | 1.13% | 49 |
|
|
2016
Q3 | $1.37M | Buy |
15,636
+11,513
| +279% | +$1.01M | 1.09% | 51 |
|
|
2016
Q2 | $386K | Sell |
4,123
-97
| -2% | -$9.08K | 0.33% | 78 |
|
|
2016
Q1 | $353K | Buy |
4,220
+410
| +11% | +$34.3K | 0.3% | 78 |
|
|
2015
Q4 | $297K | Buy |
3,810
+109
| +3% | +$8.5K | 0.26% | 85 |
|
|
2015
Q3 | $275K | Buy |
+3,701
| New | +$275K | 0.25% | 84 |
|