LWS
Lucia Wealth Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $204K | Sell |
5,934
-500
| -8% | -$17.2K | 0.05% | 125 |
|
|
2020
Q2 | $288K | Hold |
6,434
| – | – | 0.08% | 111 |
|
|
2020
Q1 | $244K | Buy |
6,434
+5,143
| +398% | +$195K | 0.08% | 128 |
|
|
2019
Q4 | $90K | Hold |
1,291
| – | – | 0.03% | 137 |
|
|
2019
Q3 | $91K | Sell |
1,291
-354
| -22% | -$25K | 0.03% | 119 |
|
|
2019
Q2 | $126K | Buy |
1,645
+683
| +71% | +$52.3K | 0.04% | 120 |
|
|
2019
Q1 | $78K | Buy |
962
+64
| +7% | +$5.19K | 0.03% | 146 |
|
|
2018
Q4 | $61K | Sell |
898
-295
| -25% | -$20K | 0.03% | 139 |
|
|
2018
Q3 | $101K | Buy |
1,193
+45
| +4% | +$3.81K | 0.03% | 161 |
|
|
2018
Q2 | $95K | Sell |
1,148
-5
| -0.4% | -$414 | 0.04% | 143 |
|
|
2018
Q1 | $86K | Sell |
1,153
-1,723
| -60% | -$129K | 0.03% | 129 |
|
|
2017
Q4 | $241K | Buy |
+2,876
| New | +$241K | 0.11% | 110 |
|