AWS
AJ Wealth Strategies’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $660K | Buy |
6,151
+595
| +11% | +$63.8K | 0.03% | 157 |
|
|
2023
Q1 | $609K | Buy |
5,556
+26
| +0.5% | +$2.85K | 0.03% | 158 |
|
|
2022
Q4 | $610K | Sell |
5,530
-338
| -6% | -$37.3K | 0.03% | 163 |
|
|
2022
Q3 | $512K | Buy |
5,868
+46
| +0.8% | +$4.01K | 0.03% | 176 |
|
|
2022
Q2 | $499K | Hold |
5,822
| – | – | 0.03% | 184 |
|
|
2022
Q1 | $481K | Hold |
5,822
| – | – | 0.02% | 205 |
|
|
2021
Q4 | $356K | Buy |
5,822
+10
| +0.2% | +$611 | 0.02% | 232 |
|
|
2021
Q3 | $342K | Buy |
+5,812
| New | +$342K | 0.02% | 228 |
|