LWP
Legacy Wealth Planning’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $222K | Sell |
2,538
-1,299
| -34% | -$114K | 0.37% | 66 |
|
|
2022
Q2 | $329K | Hold |
3,837
| – | – | 0.47% | 49 |
|
|
2022
Q1 | $317K | Sell |
3,837
-5,930
| -61% | -$490K | 0.37% | 55 |
|
|
2021
Q4 | $598K | Sell |
9,767
-619
| -6% | -$37.9K | 0.68% | 36 |
|
|
2021
Q3 | $611K | Sell |
10,386
-30
| -0.3% | -$1.77K | 0.68% | 34 |
|
|
2021
Q2 | $657K | Sell |
10,416
-400
| -4% | -$25.2K | 0.75% | 33 |
|
|
2021
Q1 | $604K | Buy |
10,816
+4,055
| +60% | +$226K | 0.77% | 33 |
|
|
2020
Q4 | $279K | Buy |
+6,761
| New | +$279K | 0.36% | 58 |
|
|
2020
Q3 | – | Sell |
-4,767
| Closed | -$213K | – | 85 |
|
|
2020
Q2 | $213K | Buy |
+4,767
| New | +$213K | 0.25% | 68 |
|
|
2020
Q1 | – | Sell |
-4,205
| Closed | -$293K | – | 87 |
|
|
2019
Q4 | $293K | Buy |
+4,205
| New | +$293K | 0.33% | 54 |
|