BDWM
Brewin Dolphin Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $453K | Hold |
5,290
| – | – | 0.05% | 97 |
|
|
2022
Q1 | $437K | Hold |
5,290
| – | – | 0.05% | 102 |
|
|
2021
Q4 | $324K | Hold |
5,290
| – | – | 0.03% | 113 |
|
|
2021
Q3 | $311K | Sell |
5,290
-1,000
| -16% | -$58.8K | 0.04% | 117 |
|
|
2021
Q2 | $397K | Sell |
6,290
-408
| -6% | -$25.7K | 0.05% | 100 |
|
|
2021
Q1 | $374K | Sell |
6,698
-830
| -11% | -$46.3K | 0.06% | 96 |
|
|
2020
Q4 | $310K | Sell |
7,528
-3,740
| -33% | -$154K | 0.05% | 97 |
|
|
2020
Q3 | $387K | Buy |
11,268
+331
| +3% | +$11.4K | 0.07% | 89 |
|
|
2020
Q2 | $489K | Sell |
10,937
-3,885
| -26% | -$174K | 0.1% | 77 |
|
|
2020
Q1 | $563K | Sell |
14,822
-1,180
| -7% | -$44.8K | 0.3% | 43 |
|
|
2019
Q4 | $1.12M | Hold |
16,002
| – | – | 0.52% | 35 |
|
|
2019
Q3 | $1.13M | Hold |
16,002
| – | – | 0.57% | 34 |
|
|
2019
Q2 | $1.23M | Sell |
16,002
-2,595
| -14% | -$199K | 0.64% | 34 |
|
|
2019
Q1 | $1.5M | Hold |
18,597
| – | – | 0.82% | 30 |
|
|
2018
Q4 | $1.27M | Buy |
18,597
+1,270
| +7% | +$86.6K | 0.77% | 31 |
|
|
2018
Q3 | $1.47M | Buy |
17,327
+1,140
| +7% | +$96.9K | 0.79% | 31 |
|
|
2018
Q2 | $1.34M | Hold |
16,187
| – | – | 0.8% | 32 |
|
|
2018
Q1 | $1.21M | Buy |
16,187
+550
| +4% | +$41K | 0.75% | 33 |
|
|
2017
Q4 | $1.31M | Buy |
15,637
+300
| +2% | +$25.1K | 0.83% | 32 |
|
|
2017
Q3 | $1.26M | Buy |
+15,337
| New | +$1.26M | 0.87% | 32 |
|