Life Planning Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,163
| Closed | -$116K | – | 262 |
|
|
2023
Q4 | $116K | Buy |
+1,163
| New | +$116K | 0.11% | 75 |
|
|
2022
Q3 | $186K | Hold |
2,129
| – | – | 0.21% | 52 |
|
|
2022
Q2 | $182K | Hold |
2,129
| – | – | 0.2% | 51 |
|
|
2022
Q1 | $175K | Hold |
2,129
| – | – | 0.18% | 51 |
|
|
2021
Q4 | $130K | Buy |
+2,129
| New | +$130K | 0.13% | 56 |
|