BWA
Blodgett Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,150
| Closed | -$315K | – | 65 |
|
|
2023
Q4 | $315K | Hold |
3,150
| – | – | 0.32% | 42 |
|
|
2023
Q3 | $370K | Hold |
3,150
| – | – | 0.41% | 40 |
|
|
2023
Q2 | $338K | Hold |
3,150
| – | – | 0.35% | 44 |
|
|
2023
Q1 | $345K | Hold |
3,150
| – | – | 0.4% | 43 |
|
|
2022
Q4 | $347K | Hold |
3,150
| – | – | 0.42% | 43 |
|
|
2022
Q3 | $275K | Buy |
+3,150
| New | +$275K | 0.33% | 49 |
|