FFW
Fusion Family Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,234
| Closed | -$69K | – | 104 |
|
|
2021
Q1 | $69K | Hold |
1,234
| – | – | 0.01% | 47 |
|
|
2020
Q4 | $51K | Hold |
1,234
| – | – | 0.01% | 51 |
|
|
2020
Q3 | $42K | Sell |
1,234
-233
| -16% | -$7.93K | 0.01% | 52 |
|
|
2020
Q2 | $66K | Hold |
1,467
| – | – | 0.02% | 45 |
|
|
2020
Q1 | $56K | Hold |
1,467
| – | – | 0.02% | 50 |
|
|
2019
Q4 | $102K | Hold |
1,467
| – | – | 0.02% | 46 |
|
|
2019
Q3 | $104K | Sell |
1,467
-6,168
| -81% | -$437K | 0.03% | 45 |
|
|
2019
Q2 | $585K | Buy |
7,635
+6,021
| +373% | +$461K | 0.15% | 30 |
|
|
2019
Q1 | $130K | Sell |
1,614
-5,993
| -79% | -$483K | 0.04% | 47 |
|
|
2018
Q4 | $519K | Sell |
7,607
-184
| -2% | -$12.6K | 0.15% | 36 |
|
|
2018
Q3 | $662K | Sell |
7,791
-49
| -0.6% | -$4.16K | 0.18% | 28 |
|
|
2018
Q2 | $649K | Buy |
7,840
+1
| +0% | +$83 | 0.18% | 30 |
|
|
2018
Q1 | $585K | Buy |
7,839
+14
| +0.2% | +$1.05K | 0.2% | 28 |
|
|
2017
Q4 | $655K | Buy |
7,825
+7,385
| +1,678% | +$618K | 0.16% | 35 |
|
|
2017
Q3 | $36K | Sell |
440
-7,431
| -94% | -$608K | 0.01% | 103 |
|
|
2017
Q2 | $635K | Buy |
7,871
+1
| +0% | +$81 | 0.22% | 36 |
|
|
2017
Q1 | $645K | Sell |
7,870
-162
| -2% | -$13.3K | 0.24% | 34 |
|
|
2016
Q4 | $694K | Buy |
+8,032
| New | +$694K | 0.41% | 31 |
|