GWA
Guidant Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $97K | Hold |
1,377
| – | – | 0.04% | 143 |
|
|
2019
Q2 | $106K | Buy |
1,377
+2
| +0.1% | +$154 | 0.04% | 139 |
|
|
2019
Q1 | $111K | Buy |
1,375
+634
| +86% | +$51.2K | 0.04% | 137 |
|
|
2018
Q4 | $50K | Sell |
741
-288
| -28% | -$19.4K | 0.02% | 131 |
|
|
2018
Q3 | $88K | Buy |
1,029
+288
| +39% | +$24.6K | 0.04% | 65 |
|
|
2018
Q2 | $60K | Hold |
741
| – | – | 0.03% | 73 |
|
|
2018
Q1 | $54K | Hold |
741
| – | – | 0.02% | 76 |
|
|
2017
Q4 | $64K | Hold |
741
| – | – | 0.03% | 73 |
|
|
2017
Q3 | $60K | Sell |
741
-365
| -33% | -$29.6K | 0.04% | 67 |
|
|
2017
Q2 | $88K | Buy |
1,106
+236
| +27% | +$18.8K | 0.05% | 88 |
|
|
2017
Q1 | $71K | Hold |
870
| – | – | 0.04% | 96 |
|
|
2016
Q4 | $76K | Hold |
870
| – | – | 0.04% | 88 |
|
|
2016
Q3 | $75K | Buy |
+870
| New | +$75K | 0.05% | 86 |
|