Lucia Wealth Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $288K | Hold |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | $90K | Hold |
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|
2019
Q3 | $91K | Sell |
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|
2019
Q2 | $126K | Buy |
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|
2019
Q1 | $78K | Buy |
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|
2018
Q4 | $61K | Sell |
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|
2018
Q3 | $101K | Buy |
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|
2018
Q2 | $95K | Sell |
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|
2018
Q1 | $86K | Sell |
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|
2017
Q4 | $241K | Buy |
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