LPWM
Lake Point Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $52K | Sell |
610
-758
| -55% | -$64.6K | 0.03% | 64 |
|
|
2022
Q1 | $113K | Buy |
1,368
+40
| +3% | +$3.3K | 0.05% | 37 |
|
|
2021
Q4 | $81K | Sell |
1,328
-236
| -15% | -$14.4K | 0.04% | 53 |
|
|
2021
Q3 | $92K | Sell |
1,564
-435
| -22% | -$25.6K | 0.04% | 42 |
|
|
2021
Q2 | $126K | Buy |
+1,999
| New | +$126K | 0.06% | 37 |
|
|
2020
Q1 | $71K | Sell |
1,864
-418
| -18% | -$15.9K | 0.06% | 34 |
|
|
2019
Q4 | $159K | Buy |
+2,282
| New | +$159K | 0.05% | 58 |
|
|
2019
Q2 | $203K | Hold |
2,645
| – | – | 0.07% | 38 |
|
|
2019
Q1 | $203K | Sell |
2,645
-10,567
| -80% | -$811K | 0.07% | 38 |
|
|
2018
Q4 | $901K | Buy |
+13,212
| New | +$901K | 0.34% | 55 |
|