CWA
Cypress Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $628K | Sell |
7,777
-2,021
| -21% | -$163K | 0.72% | 44 |
|
|
2018
Q4 | $668K | Sell |
9,798
-363
| -4% | -$24.7K | 0.92% | 37 |
|
|
2018
Q3 | $864K | Buy |
10,161
+185
| +2% | +$15.7K | 0.91% | 37 |
|
|
2018
Q2 | $825K | Sell |
9,976
-53
| -0.5% | -$4.38K | 0.89% | 40 |
|
|
2018
Q1 | $748K | Sell |
10,029
-48
| -0.5% | -$3.58K | 0.81% | 43 |
|
|
2017
Q4 | $843K | Sell |
10,077
-826
| -8% | -$69.1K | 0.81% | 42 |
|
|
2017
Q3 | $894K | Buy |
10,903
+180
| +2% | +$14.8K | 1.44% | 19 |
|
|
2017
Q2 | $866K | Sell |
10,723
-10,220
| -49% | -$825K | 1.01% | 26 |
|
|
2017
Q1 | $1.72M | Sell |
20,943
-893
| -4% | -$73.3K | 0.78% | 30 |
|
|
2016
Q4 | $1.97M | Buy |
21,836
+1,258
| +6% | +$114K | 0.9% | 29 |
|
|
2016
Q3 | $1.8M | Sell |
20,578
-485
| -2% | -$42.3K | 0.81% | 28 |
|
|
2016
Q2 | $1.97M | Sell |
21,063
-2,618
| -11% | -$245K | 0.98% | 21 |
|
|
2016
Q1 | $1.98M | Buy |
23,681
+2,587
| +12% | +$216K | 0.91% | 25 |
|
|
2015
Q4 | $1.64M | Buy |
21,094
+2,666
| +14% | +$208K | 0.83% | 29 |
|
|
2015
Q3 | $1.37M | Sell |
18,428
-1,747
| -9% | -$130K | 0.74% | 28 |
|
|
2015
Q2 | $1.68M | Buy |
+20,175
| New | +$1.68M | 0.98% | 27 |
|