CFA
Compass Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,000
| Closed | -$1.64M | – | 119 |
|
|
2023
Q1 | $1.64M | Sell |
15,000
-1,744
| -10% | -$191K | 2.09% | 6 |
|
|
2022
Q4 | $1.85M | Sell |
16,744
-382
| -2% | -$42.1K | 2.49% | 4 |
|
|
2022
Q3 | $1.5M | Sell |
17,126
-391
| -2% | -$34.1K | 2.22% | 6 |
|
|
2022
Q2 | $1.5M | Sell |
17,517
-1,289
| -7% | -$110K | 2.05% | 8 |
|
|
2022
Q1 | $1.55M | Sell |
18,806
-726
| -4% | -$60K | 1.72% | 10 |
|
|
2021
Q4 | $1.2M | Buy |
+19,532
| New | +$1.2M | 1.32% | 14 |
|