CWA
Clearview Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,870
| Closed | -$215K | – | 96 |
|
|
2024
Q2 | $215K | Buy |
+1,870
| New | +$215K | 0.19% | 92 |
|
|
2023
Q4 | – | Sell |
-1,768
| Closed | -$208K | – | 138 |
|
|
2023
Q3 | $208K | Sell |
1,768
-129
| -7% | -$15.2K | 0.26% | 111 |
|
|
2023
Q2 | $203K | Sell |
1,897
-221
| -10% | -$23.7K | 0.21% | 108 |
|
|
2023
Q1 | $232K | Buy |
2,118
+15
| +0.7% | +$1.65K | 0.24% | 110 |
|
|
2022
Q4 | $232K | Sell |
2,103
-84
| -4% | -$9.27K | 0.18% | 90 |
|
|
2022
Q3 | $191K | Buy |
2,187
+17
| +0.8% | +$1.49K | 0.15% | 87 |
|
|
2022
Q2 | $186K | Sell |
2,170
-860
| -28% | -$73.7K | 0.14% | 88 |
|
|
2022
Q1 | $250K | Buy |
3,030
+258
| +9% | +$21.3K | 0.16% | 82 |
|
|
2021
Q4 | $170K | Sell |
2,772
-676
| -20% | -$41.5K | 0.1% | 114 |
|
|
2021
Q3 | $203K | Buy |
3,448
+196
| +6% | +$11.5K | 0.13% | 114 |
|
|
2021
Q2 | $205K | Buy |
3,252
+54
| +2% | +$3.4K | 0.13% | 117 |
|
|
2021
Q1 | $179K | Buy |
3,198
+655
| +26% | +$36.7K | 0.12% | 118 |
|
|
2020
Q4 | $105K | Buy |
+2,543
| New | +$105K | 0.07% | 139 |
|