LWA
Lenox Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $815K | Buy |
9,380
+73
| +0.8% | +$6.34K | 0.1% | 53 |
|
|
2021
Q4 | $570K | Buy |
9,307
+151
| +2% | +$9.25K | 0.07% | 59 |
|
|
2021
Q3 | $539K | Sell |
9,156
-607
| -6% | -$35.7K | 0.07% | 63 |
|
|
2021
Q2 | $616K | Buy |
9,763
+731
| +8% | +$46.1K | 0.08% | 59 |
|
|
2021
Q1 | $504K | Buy |
9,032
+460
| +5% | +$25.7K | 0.07% | 48 |
|
|
2020
Q4 | $353K | Buy |
8,572
+92
| +1% | +$3.79K | 0.05% | 62 |
|
|
2020
Q3 | $291K | Sell |
8,480
-170
| -2% | -$5.83K | 0.04% | 64 |
|
|
2020
Q2 | $387K | Buy |
8,650
+405
| +5% | +$18.1K | 0.06% | 49 |
|
|
2020
Q1 | $313K | Buy |
8,245
+2,428
| +42% | +$92.2K | 0.06% | 53 |
|
|
2019
Q4 | $406K | Sell |
5,817
-343
| -6% | -$23.9K | 0.06% | 55 |
|
|
2019
Q3 | $435K | Buy |
6,160
+455
| +8% | +$32.1K | 0.07% | 47 |
|
|
2019
Q2 | $437K | Buy |
5,705
+1,035
| +22% | +$79.3K | 0.08% | 41 |
|
|
2019
Q1 | $377K | Sell |
4,670
-322
| -6% | -$26K | 0.07% | 44 |
|
|
2018
Q4 | $340K | Sell |
4,992
-1,987
| -28% | -$135K | 0.07% | 49 |
|
|
2018
Q3 | $593K | Sell |
6,979
-147
| -2% | -$12.5K | 0.12% | 29 |
|
|
2018
Q2 | $590K | Sell |
7,126
-23
| -0.3% | -$1.9K | 0.13% | 24 |
|
|
2018
Q1 | $533K | Buy |
7,149
+2,489
| +53% | +$186K | 0.12% | 26 |
|
|
2017
Q4 | $390K | Buy |
4,660
+3,407
| +272% | +$285K | 0.11% | 21 |
|
|
2017
Q3 | $103K | Buy |
1,253
+25
| +2% | +$2.06K | 0.03% | 39 |
|
|
2017
Q2 | $99K | Buy |
1,228
+11
| +0.9% | +$887 | 0.03% | 36 |
|
|
2017
Q1 | $100K | Sell |
1,217
-461
| -27% | -$37.9K | 0.03% | 35 |
|
|
2016
Q4 | $151K | Sell |
1,678
-1,040
| -38% | -$93.6K | 0.05% | 28 |
|
|
2016
Q3 | $237K | Buy |
2,718
+10
| +0.4% | +$872 | 0.07% | 29 |
|
|
2016
Q2 | $254K | Buy |
2,708
+10
| +0.4% | +$938 | 0.07% | 30 |
|
|
2016
Q1 | $226K | Sell |
2,698
-263
| -9% | -$22K | 0.07% | 33 |
|
|
2015
Q4 | $231K | Sell |
2,961
-105
| -3% | -$8.19K | 0.07% | 30 |
|
|
2015
Q3 | $228K | Buy |
3,066
+801
| +35% | +$59.6K | 0.08% | 28 |
|
|
2015
Q2 | $188K | Sell |
2,265
-1,203
| -35% | -$99.9K | 0.08% | 31 |
|
|
2015
Q1 | $295K | Sell |
3,468
-803
| -19% | -$68.3K | 0.12% | 22 |
|
|
2014
Q4 | $395K | Sell |
4,271
-702
| -14% | -$64.9K | 0.16% | 18 |
|
|
2014
Q3 | $468K | Sell |
4,973
-225
| -4% | -$21.2K | 0.21% | 18 |
|
|
2014
Q2 | $535K | Buy |
5,198
+1,654
| +47% | +$170K | 0.24% | 13 |
|
|
2014
Q1 | $346K | Buy |
3,544
+2,456
| +226% | +$240K | 0.2% | 14 |
|
|
2013
Q4 | $110K | Buy |
1,088
+360
| +49% | +$36.4K | 0.08% | 36 |
|
|
2013
Q3 | $63K | Sell |
728
-229
| -24% | -$19.8K | 0.06% | 31 |
|
|
2013
Q2 | $86K | Buy |
+957
| New | +$86K | 0.1% | 21 |
|