BL
BCWM LLC’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-58,859
| Closed | -$4.86M | – | 62 |
|
|
2022
Q1 | $4.86M | Sell |
58,859
-3,668
| -6% | -$303K | 1.45% | 31 |
|
|
2021
Q4 | $3.83M | Sell |
62,527
-2,205
| -3% | -$135K | 1.13% | 36 |
|
|
2021
Q3 | $3.81M | Buy |
64,732
+1,096
| +2% | +$64.5K | 1.14% | 34 |
|
|
2021
Q2 | $4.01M | Sell |
63,636
-6,051
| -9% | -$382K | 1.19% | 31 |
|
|
2021
Q1 | $3.89M | Sell |
69,687
-17,577
| -20% | -$981K | 1.15% | 33 |
|
|
2020
Q4 | $3.6M | Buy |
87,264
+862
| +1% | +$35.5K | 1.07% | 34 |
|
|
2020
Q3 | $2.97M | Buy |
86,402
+21,848
| +34% | +$750K | 1.01% | 38 |
|
|
2020
Q2 | $2.89M | Buy |
64,554
+17,963
| +39% | +$803K | 1.03% | 43 |
|
|
2020
Q1 | $1.77M | Buy |
46,591
+8,422
| +22% | +$320K | 0.74% | 53 |
|
|
2019
Q4 | $2.66M | Sell |
38,169
-48
| -0.1% | -$3.35K | 0.95% | 52 |
|
|
2019
Q3 | $2.7M | Buy |
38,217
+115
| +0.3% | +$8.12K | 1.09% | 43 |
|
|
2019
Q2 | $2.92M | Buy |
38,102
+4,529
| +13% | +$347K | 1.17% | 44 |
|
|
2019
Q1 | $2.71M | Buy |
33,573
+1,502
| +5% | +$121K | 1.22% | 42 |
|
|
2018
Q4 | $21.9M | Buy |
32,071
+1,967
| +7% | +$1.34M | 1.04% | 49 |
|
|
2018
Q3 | $2.52M | Buy |
30,104
+159
| +0.5% | +$13.3K | 1.05% | 44 |
|
|
2018
Q2 | $2.48M | Sell |
29,945
-12,607
| -30% | -$1.04M | 1.08% | 43 |
|
|
2018
Q1 | $3.18M | Buy |
+42,552
| New | +$3.18M | 1.35% | 38 |
|