BPWA
Beacon Pointe Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.05M | Sell |
14,996
-384
| -2% | -$26.8K | 0.19% | 100 |
|
|
2019
Q3 | $1.09M | Sell |
15,380
-1,263
| -8% | -$89.3K | 0.23% | 96 |
|
|
2019
Q2 | $1.27M | Buy |
16,643
+639
| +4% | +$48.8K | 0.27% | 80 |
|
|
2019
Q1 | $1.29M | Buy |
16,004
+1,461
| +10% | +$118K | 0.29% | 73 |
|
|
2018
Q4 | $993K | Buy |
+14,543
| New | +$993K | 0.36% | 71 |
|