HGWM
Harvest Group Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,819
| Closed | -$487K | – | 741 |
|
|
2020
Q4 | $487K | Sell |
11,819
-311
| -3% | -$12.8K | 0.29% | 21 |
|
|
2020
Q3 | $416K | Buy |
12,130
+117
| +1% | +$4.01K | 0.29% | 22 |
|
|
2020
Q2 | $537K | Sell |
12,013
-215
| -2% | -$9.61K | 0.45% | 19 |
|
|
2020
Q1 | $464K | Sell |
12,228
-1,371
| -10% | -$52K | 0.47% | 21 |
|
|
2019
Q4 | $949K | Sell |
13,599
-8,547
| -39% | -$596K | 0.83% | 16 |
|
|
2019
Q3 | $1.56M | Buy |
22,146
+81
| +0.4% | +$5.72K | 1.92% | 12 |
|
|
2019
Q2 | $1.69M | Buy |
22,065
+76
| +0.3% | +$5.82K | 2.18% | 11 |
|
|
2019
Q1 | $1.78M | Sell |
21,989
-4,062
| -16% | -$328K | 1.63% | 14 |
|
|
2018
Q4 | $1.78M | Buy |
26,051
+10,618
| +69% | +$724K | 2.3% | 8 |
|
|
2018
Q3 | $1.31M | Hold |
15,433
| – | – | 0.92% | 12 |
|
|
2018
Q2 | $1.28M | Sell |
15,433
-10,730
| -41% | -$888K | 0.88% | 16 |
|
|
2018
Q1 | $1.95M | Buy |
26,163
+41
| +0.2% | +$3.06K | 1.32% | 16 |
|
|
2017
Q4 | $2.19M | Buy |
+26,122
| New | +$2.19M | 1.33% | 15 |
|