BAM
Baldrige Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $85K | Buy |
779
+28
| +4% | +$3.06K | 0.03% | 151 |
|
|
2022
Q4 | $83K | Sell |
751
-19
| -2% | -$2.1K | 0.04% | 150 |
|
|
2022
Q3 | $67K | Buy |
770
+3
| +0.4% | +$261 | 0.03% | 152 |
|
|
2022
Q2 | $66K | Buy |
767
+2
| +0.3% | +$172 | 0.03% | 155 |
|
|
2022
Q1 | $63K | Sell |
765
-37
| -5% | -$3.05K | 0.03% | 159 |
|
|
2021
Q4 | $49K | Buy |
802
+4
| +0.5% | +$244 | 0.02% | 169 |
|
|
2021
Q3 | $47K | Buy |
798
+3
| +0.4% | +$177 | 0.02% | 168 |
|
|
2021
Q2 | $50K | Buy |
+795
| New | +$50K | 0.02% | 167 |
|
|
2019
Q4 | – | Sell |
-1,283
| Closed | -$91K | – | 86 |
|
|
2019
Q3 | $91K | Buy |
+1,283
| New | +$91K | 0.08% | 71 |
|