Legacy Wealth Planning’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $222K | Sell |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $598K | Sell |
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|
2021
Q3 | $611K | Sell |
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|
2021
Q2 | $657K | Sell |
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|
2021
Q1 | $604K | Buy |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $293K | Buy |
|