FTIS
First Trust Investment Solutions’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.7M | Buy |
91,175
+29,930
| +49% | +$3.51M | 1.2% | 13 |
|
|
2024
Q2 | $7.05M | Buy |
61,245
+2,899
| +5% | +$334K | 0.99% | 28 |
|
|
2024
Q1 | $6.78M | Buy |
58,346
+4,342
| +8% | +$505K | 1.19% | 28 |
|
|
2023
Q4 | $5.4M | Buy |
+54,004
| New | +$5.4M | 1.12% | 28 |
|