BSWA
Bromfield Sneider Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $59.1K | Hold |
508
| – | – | 0.04% | 67 |
|
|
2023
Q4 | $50.8K | Hold |
508
| – | – | 0.03% | 67 |
|
|
2023
Q3 | $59.7K | Sell |
508
-240
| -32% | -$28.2K | 0.05% | 60 |
|
|
2023
Q2 | $80.2K | Hold |
748
| – | – | 0.06% | 52 |
|
|
2023
Q1 | $82K | Hold |
748
| – | – | 0.07% | 51 |
|
|
2022
Q4 | $82.5K | Hold |
748
| – | – | 0.08% | 47 |
|
|
2022
Q3 | $65K | Hold |
748
| – | – | 0.08% | 51 |
|
|
2022
Q2 | $64K | Hold |
748
| – | – | 0.08% | 51 |
|
|
2022
Q1 | $62K | Buy |
+748
| New | +$62K | 0.07% | 60 |
|