CWA
Constellation Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $238K | Hold |
3,200
| – | – | 0.03% | 79 |
|
|
2015
Q2 | $266K | Hold |
3,200
| – | – | 0.02% | 168 |
|
|
2015
Q1 | $272K | Hold |
3,200
| – | – | 0.02% | 168 |
|
|
2014
Q4 | $296K | Hold |
3,200
| – | – | 0.02% | 159 |
|
|
2014
Q3 | $301K | Hold |
3,200
| – | – | 0.03% | 168 |
|
|
2014
Q2 | $322K | Buy |
+3,200
| New | +$322K | 0.04% | 150 |
|