NWM
NEIRG Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37,021
| Closed | -$3.97M | – | 137 |
|
|
2023
Q2 | $3.97M | Sell |
37,021
-4,890
| -12% | -$524K | 0.73% | 37 |
|
|
2023
Q1 | $4.6M | Sell |
41,911
-338
| -0.8% | -$37.1K | 0.8% | 37 |
|
|
2022
Q4 | $4.66M | Buy |
42,249
+2,040
| +5% | +$225K | 0.88% | 36 |
|
|
2022
Q3 | $3.51M | Buy |
40,209
+1,320
| +3% | +$115K | 0.7% | 39 |
|
|
2022
Q2 | $3.33M | Buy |
38,889
+13,445
| +53% | +$1.15M | 0.73% | 37 |
|
|
2022
Q1 | $2.1M | Buy |
25,444
+5,200
| +26% | +$429K | 0.41% | 57 |
|
|
2021
Q4 | $1.24M | Buy |
+20,244
| New | +$1.24M | 0.24% | 63 |
|