GPWA
Great Point Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,798
| Closed | -$329K | – | 65 |
|
|
2023
Q3 | $329K | Sell |
2,798
-337
| -11% | -$39.6K | 0.1% | 54 |
|
|
2023
Q2 | $336K | Sell |
3,135
-88
| -3% | -$9.44K | 0.1% | 51 |
|
|
2023
Q1 | $353K | Sell |
3,223
-128
| -4% | -$14K | 0.11% | 50 |
|
|
2022
Q4 | $370K | Sell |
3,351
-326
| -9% | -$36K | 0.12% | 49 |
|
|
2022
Q3 | $321K | Sell |
3,677
-1,700
| -32% | -$148K | 0.12% | 52 |
|
|
2022
Q2 | $460K | Sell |
5,377
-200
| -4% | -$17.1K | 0.16% | 48 |
|
|
2022
Q1 | $461K | Buy |
+5,577
| New | +$461K | 0.14% | 39 |
|