IWA
Intercontinental Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $677K | Sell |
6,317
-18
| -0.3% | -$1.93K | 0.16% | 144 |
|
|
2023
Q1 | $695K | Hold |
6,335
| – | – | 0.18% | 135 |
|
|
2022
Q4 | $699K | Buy |
6,335
+175
| +3% | +$19.3K | 0.21% | 112 |
|
|
2022
Q3 | $538K | Buy |
6,160
+97
| +2% | +$8.47K | 0.17% | 139 |
|
|
2022
Q2 | $519K | Sell |
6,063
-93
| -2% | -$7.96K | 0.14% | 156 |
|
|
2022
Q1 | $508K | Sell |
6,156
-41
| -0.7% | -$3.38K | 0.12% | 177 |
|
|
2021
Q4 | $379K | Sell |
6,197
-1,700
| -22% | -$104K | 0.08% | 214 |
|
|
2021
Q3 | $465K | Sell |
7,897
-355
| -4% | -$20.9K | 0.11% | 174 |
|
|
2021
Q2 | $521K | Sell |
8,252
-311
| -4% | -$19.6K | 0.1% | 174 |
|
|
2021
Q1 | $478K | Buy |
8,563
+368
| +4% | +$20.5K | 0.1% | 165 |
|
|
2020
Q4 | $338K | Buy |
8,195
+1,438
| +21% | +$59.3K | 0.08% | 188 |
|
|
2020
Q3 | $232K | Sell |
6,757
-1,100
| -14% | -$37.8K | 0.07% | 176 |
|
|
2020
Q2 | $351K | Hold |
7,857
| – | – | 0.11% | 131 |
|
|
2020
Q1 | $298K | Buy |
7,857
+2,460
| +46% | +$93.3K | 0.16% | 115 |
|
|
2019
Q4 | $339K | Sell |
5,397
-1,452
| -21% | -$91.2K | 0.28% | 61 |
|
|
2019
Q3 | $484K | Buy |
6,849
+7
| +0.1% | +$495 | 0.3% | 62 |
|
|
2019
Q2 | $524K | Sell |
6,842
-332
| -5% | -$25.4K | 0.27% | 53 |
|
|
2019
Q1 | $580K | Sell |
7,174
-295
| -4% | -$23.9K | 0.29% | 51 |
|
|
2018
Q4 | $509K | Buy |
7,469
+299
| +4% | +$20.4K | 0.28% | 52 |
|
|
2018
Q3 | $610K | Buy |
7,170
+505
| +8% | +$43K | 0.31% | 53 |
|
|
2018
Q2 | $551K | Sell |
6,665
-1,694
| -20% | -$140K | 0.31% | 54 |
|
|
2018
Q1 | $624K | Buy |
8,359
+843
| +11% | +$62.9K | 0.36% | 53 |
|
|
2017
Q4 | $629K | Buy |
7,516
+5
| +0.1% | +$418 | 0.35% | 51 |
|
|
2017
Q3 | $616K | Buy |
7,511
+500
| +7% | +$41K | 0.38% | 46 |
|
|
2017
Q2 | $566K | Sell |
7,011
-160
| -2% | -$12.9K | 0.36% | 53 |
|
|
2017
Q1 | $588K | Buy |
7,171
+204
| +3% | +$16.7K | 0.35% | 62 |
|
|
2016
Q4 | $629K | Sell |
6,967
-100
| -1% | -$9.03K | 0.41% | 56 |
|
|
2016
Q3 | $617K | Hold |
7,067
| – | – | 0.44% | 50 |
|
|
2016
Q2 | $662K | Buy |
7,067
+100
| +1% | +$9.37K | 0.49% | 48 |
|
|
2016
Q1 | $582K | Hold |
6,967
| – | – | 0.44% | 52 |
|
|
2015
Q4 | $543K | Buy |
+6,967
| New | +$543K | 0.37% | 60 |
|