LWP
Lumature Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $790K | Sell |
7,362
-1,249
| -15% | -$134K | 0.47% | 46 |
|
|
2023
Q1 | $944K | Sell |
8,611
-46
| -0.5% | -$5.04K | 0.53% | 42 |
|
|
2022
Q4 | $955K | Sell |
8,657
-2,328
| -21% | -$257K | 0.53% | 38 |
|
|
2022
Q3 | $959K | Buy |
10,985
+156
| +1% | +$13.6K | 0.51% | 42 |
|
|
2022
Q2 | $927K | Sell |
10,829
-357
| -3% | -$30.6K | 0.41% | 50 |
|
|
2022
Q1 | $924K | Buy |
11,186
+3,981
| +55% | +$329K | 0.37% | 60 |
|
|
2021
Q4 | $441K | Buy |
7,205
+230
| +3% | +$14.1K | 0.17% | 101 |
|
|
2021
Q3 | $410K | Buy |
6,975
+176
| +3% | +$10.3K | 0.17% | 97 |
|
|
2021
Q2 | $429K | Buy |
6,799
+2,100
| +45% | +$133K | 0.18% | 99 |
|
|
2021
Q1 | $262K | Buy |
+4,699
| New | +$262K | 0.14% | 107 |
|