BFA
BBJS Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $223K | Hold |
1,900
| – | – | 0.08% | 47 |
|
|
2024
Q2 | $219K | Hold |
1,900
| – | – | 0.08% | 44 |
|
|
2024
Q1 | $221K | Hold |
1,900
| – | – | 0.08% | 49 |
|
|
2023
Q4 | $190K | Hold |
1,900
| – | – | 0.07% | 51 |
|
|
2023
Q3 | $223K | Hold |
1,900
| – | – | 0.08% | 50 |
|
|
2023
Q2 | $204K | Hold |
1,900
| – | – | 0.08% | 52 |
|
|
2023
Q1 | $208K | Hold |
1,900
| – | – | 0.08% | 52 |
|
|
2022
Q4 | $210K | Buy |
+1,900
| New | +$210K | 0.09% | 57 |
|