FAFN
First Affirmative Financial Network’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,778
| Closed | -$209K | – | 252 |
|
|
2023
Q3 | $209K | Sell |
1,778
-347
| -16% | -$40.8K | 0.2% | 174 |
|
|
2023
Q2 | $228K | Buy |
2,125
+6
| +0.3% | +$643 | 0.23% | 146 |
|
|
2023
Q1 | $232K | Sell |
2,119
-26
| -1% | -$2.85K | 0.27% | 119 |
|
|
2022
Q4 | $237K | Sell |
2,145
-157
| -7% | -$17.3K | 0.29% | 115 |
|
|
2022
Q3 | $201K | Sell |
2,302
-48
| -2% | -$4.19K | 0.26% | 129 |
|
|
2022
Q2 | $201K | Sell |
2,350
-645
| -22% | -$55.2K | 0.23% | 134 |
|
|
2022
Q1 | $247K | Buy |
+2,995
| New | +$247K | 0.24% | 128 |
|