LWM
LBA Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $608K | Sell |
7,408
-1,949
| -21% | -$160K | 0.32% | 60 |
|
|
2016
Q4 | $845K | Sell |
9,357
-145
| -2% | -$13.1K | 0.46% | 39 |
|
|
2016
Q3 | $829K | Sell |
9,502
-237
| -2% | -$20.7K | 0.47% | 36 |
|
|
2016
Q2 | $913K | Buy |
9,739
+419
| +4% | +$39.3K | 0.51% | 38 |
|
|
2016
Q1 | $779K | Sell |
9,320
-334
| -3% | -$27.9K | 0.45% | 39 |
|
|
2015
Q4 | $753K | Buy |
9,654
+4
| +0% | +$312 | 0.43% | 42 |
|
|
2015
Q3 | $717K | Sell |
9,650
-1,847
| -16% | -$137K | 0.45% | 38 |
|
|
2015
Q2 | $957K | Sell |
11,497
-222
| -2% | -$18.5K | 0.6% | 32 |
|
|
2015
Q1 | $996K | Buy |
11,719
+1
| +0% | +$85 | 0.63% | 32 |
|
|
2014
Q4 | $1.08M | Sell |
11,718
-1,532
| -12% | -$142K | 0.72% | 29 |
|
|
2014
Q3 | $1.25M | Buy |
13,250
+248
| +2% | +$23.3K | 0.87% | 21 |
|
|
2014
Q2 | $1.31M | Sell |
13,002
-361
| -3% | -$36.3K | 1.07% | 19 |
|
|
2014
Q1 | $1.31M | Sell |
13,363
-1,412
| -10% | -$138K | 1.07% | 18 |
|
|
2013
Q4 | $1.5M | Buy |
+14,775
| New | +$1.5M | 1.23% | 16 |
|