DWA
Dougherty Wealth Advisers’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-135
| Closed | -$13.5K | – | 130 |
|
|
2023
Q4 | $13.5K | Hold |
135
| – | – | 0.01% | 117 |
|
|
2023
Q3 | $15.9K | Hold |
135
| – | – | 0.02% | 110 |
|
|
2023
Q2 | $14.5K | Hold |
135
| – | – | 0.02% | 111 |
|
|
2023
Q1 | $14.8K | Hold |
135
| – | – | 0.02% | 114 |
|
|
2022
Q4 | $14.9K | Hold |
135
| – | – | 0.02% | 115 |
|
|
2022
Q3 | $12K | Hold |
135
| – | – | 0.02% | 115 |
|
|
2022
Q2 | $12K | Hold |
135
| – | – | 0.02% | 113 |
|
|
2022
Q1 | $11K | Sell |
135
-135
| -50% | -$11K | 0.02% | 118 |
|
|
2021
Q4 | $17K | Hold |
270
| – | – | 0.02% | 124 |
|
|
2021
Q3 | $16K | Hold |
270
| – | – | 0.02% | 126 |
|
|
2021
Q2 | $17K | Buy |
+270
| New | +$17K | 0.03% | 121 |
|
|
2019
Q3 | – | Sell |
-46
| Closed | -$4K | – | 223 |
|
|
2019
Q2 | $4K | Hold |
46
| – | – | 0.01% | 230 |
|
|
2019
Q1 | $4K | Hold |
46
| – | – | 0.01% | 194 |
|
|
2018
Q4 | $3K | Buy |
+46
| New | +$3K | 0.01% | 211 |
|